Retirement Planning

Retirement planning is the analysis and setting in motion of the goal to achieve financial independence through wealth creation and protection.

How to start a retirement plan

Speak to a financial advisor who will gather information on your current situation and advise on the steps that need to be taken to achieve financial independence.

What investment products will suit you

Depending on your needs there are a number of solutions that can achieve the same goal of retirement and may include Retirement Annuities, Endowments, Unit Trusts, private business or  property.

Where your funds will be invested

Your financial advisor may advise you to invest in either equities, property, bonds or the money market depending on your goals and appetite for risk