Retirement planning

“A stitch in time saves nine” – English Proverb

Each day we are confronted with new facts and the results of new studies. We need to find ways to process these facts. One of the facts is the change in life expectancy. Yes, the studies seem to indicate that we will live longer. Though it’s a good thought that the advances in medicine and the available procedures will allow us to live longer and healthy lives, the other side of longer living may cause distress for those uncertain of the financial implications of this longer life!

Good planning and obtaining an overview will give you the tools required to take control of your overall financial situation, thereby allowing you to take steps in the direction that you feel comfortable with and taking away some apprehension about the future. What is involved? Depending on your expectations, we will provide you with an overview of what you can expect from any state pensions, company pension and monies you have privately saved up. We can also provide you with a complete insurance overview, as well as provide guidance when it comes to questions on inheritance, tax optimising and ways for you to invest towards retirement.

Contact our expert advisers using the form to find out more about how we can help you.