My Retirement Planning Solutions
We enable you to establish how much you want to retire with, and when. Then we then assist you to realise that dream.
Planning tools and activities include:
- Personal financial fitness analysis
- Needs analysis
- Detailed long term plan with annual reviews
- Retirement annuities
- Endowments
- Unit trust investments
- Managed portfolios
- Share portfolios
- Seamless link to estate planning
What are my investment options?
MONEY CLINIC: I have R5m to invest. What are my options to ensure a salary of R30 000? A Fin24 reader who has inherited R5 million in a savings account is looking to invest [...]
Trusts in a Nutshell
A trust is an agreement between an owner of assets and trustees. In terms of this agreement, the trustees undertake that they will administer the trust's assets with the necessary care [...]
TRUSTS – QUO VADIS
In my capacity as Fiduciary Attorney and Estate Planner I regularly encounter the question – are trusts still viable tools in the estate planning arena? Are Trusts on the way out? [...]
5 Reasons to be optimistic in 2019
Last year was a tough year politically, economically and of course on financial markets. Though 2018 started on a high, the mood quickly soured. ‘Ramaphoria’ brought a new mood of optimism around South African [...]
Disappointing Returns in Volatile Markets
DO WE NEED TO PANIC? Or if you are, like most of us, dependent on the outcome of your investment strategies to achieve your goals and the markets go haywire as they currently do, [...]
What is the value of advice?
Or to ask the question in a different way: how do you quantify and measure the value of receiving good financial advice? Simply put, the value of a Financial Planner adds to your financial [...]