INVESTMENTS AND RETIREMENT PLANNING
Saving money is key to reaching your financial goals, whether it is for retirement, education, a child’s wedding or to fulfil a dream. We assist you by setting up a strategy that matches your savings and lifestyle needs and linking this to a diversified portfolio. Taking into account a range of factors, such as your current situation, flexibility, risk tolerance, tax and investment term, you can be assured that the solution we suggest will best match your needs.
Investment
People invest for various reasons – to grow wealth, preserve wealth or provide income. Whatever your reason, we will advise and set up a suitable portfolio of investments for you, in line with your risk profile.
Our recommendations may include local and offshore investments, as well as appropriate asset class diversification. Our investment experience and knowledge of the various asset managers and their strategies ensure we are well positioned to set you on the path to achieve your goals.
Retirement planning
To retire financially sound requires planning. No matter in which life stage you are, it is never too late to plan for retirement, but the sooner you start, the better.
We will help you plan for retirement, taking into account how much money you want by the time you retire, how much you might need during retirement and how you can achieve your target. We will set up an investment portfolio to match your needs and tailor it as you approach retirement to ensure it matches your risk profile. We also take into account your lifestyle needs, financial situation, tax efficiency, future health care needs and provision for your family. This holistic view will stand you in good stead to retire in the best possible financial position.