Investment, Savings & Retirement
Wealth creation is a daunting landscape, let us assist you.
Your Savings, Retirement, Retirement Income and Voluntary Income Plan in place and reviewable to ensure you stay on the path you desire.
No plan is a "One size fits all" solution. Each individual has different needs, different desires and unique risk appetite, which means each Savings plan, Retirement Plan or Income Plan needs to be tailor-made to fit you perfectly.
Questions to consider:
- Do you need advice or guidance with Investments, Savings and/or Income management?
- Have you made provision to replace 6 months' worth of income to be used as Emergency funds?
- Do you have a retirement plan which you track often to make sure you would be able to continue your standard of living?
- Are you using a savings option that is more tax beneficial to you?
- Are you going to retire and are not sure if a percentage of investment or life guarantee would be best suited to you?
- Did you win the lotto or have your own savings from which you would require to earn an income and you're not sure if a percentage of investment, or a term or life guarantee, would be best suited for you?
- Term Savings
- No Term Savings
- Unit Trusts
- Exchange Traded Funds
- Investment Platforms
- Investment Guarantee