My Retirement Planning Solutions2017-04-13T02:02:55+02:00

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
1306, 2019

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 [...]

1006, 2019


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? [...]

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