Investing your accumulated retirement savings in a living annuity allows your lump sum investment capital to grow while you draw regular income inSouth Africa.
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A preservation fund is a retirement fund in terms of the Pension Funds Act.
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Every cent you earn needs to work for you. The principle that your money should work for you is crucial to wealth creation. People are growing older thanks to improvements in medical science we need to rethink our retirement planning and wealth management. Having a “traditional” retirement annuity with an insurer just doesn’t make any sense. New style products are far superior. Did you know that you may legally transfer retirement annuity funds without any tax implications? Changing jobs? Don’t transfer your current pension to the new employer’s pension fund. Transfer to a preservation fund where you can be in control of your money.
Our personalized approach requires an understanding of our clients’ investment objectives, risk appetite and specific financial situation.We make sure that your money works optimally for you. Our extensive experience in both the insurance and financial markets industry combines well to give you the best possible advice and fund management.
Honesty and integrity create and preserve trust – they are cornerstones of any healthy relationship.
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Mutual respect is a critical aspect of constructive and fruitful relationships between advisor and clients.
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The trust and respect we cherish requires demonstrated excellence on our part.
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Getting to the gym can sometimes be the last item on a long to-do list. Busy, stressed parents and working people find it hard to stick to a routine.In fact, only one out of two adults manages to fit in 30 minutes of moderate-to-vigorous exercise on...
Read moreThe Christmas season, brings with it parties, gift-giving, travel and extravagant feasts — but how can you have a great time and pamper the ones you care about on a limited income? Failure to plan in advance for Christmas can get you in financial ...
Read moreI remember distinctly one evening when I was driving down our main road, rain pouring down and the kids chatting in the back seat. It happened so quickly and abruptly that it shook us all into silence when the left tire on my car hit a pothole. It w...
Read moreWhy is it that some people have successful careers and others don’t? Research shows that IQ or abilities often have no cause and effect relationship. Socio-economic background does have a signficant influence, and this is especially true in South ...
Read morePreparing for a new baby and the radical change in your life is both exciting and challenging. It can place you under huge financial stress. Along with all of the things you need to plan for your new bundle, you have to figure out how much time you ...
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