Investments
- If you start investing according to a plan at an early age, you will be able to retire at 65, and take those long-deserved world tours! -
Many people only start saving after the age of 35. Although it is achievable to retire at 65, higher monthly commitments place strain on the investor. The younger you start investing, the more compound interest you’ll earn to help grow your money!
Ask yourself these questions:
- Do you know all the savings vehicles that are available?
- Do you want to look at a Financial Plan and strategy?
- Do you want to put away less than R500 per month, or more?
- Is your current Investment losing Capital Value?
- Do you want to be a burden on, or rely on the State?
- Have you switched your portfolio to a risk profile in line with your age or risk appetite?
What we offer you:
- FREE Financial Planning, Quote & Comparison, Implementation
- We can check if your current fees/deductions are in line with the market
- Advice on the best-suited portfolio
- Advice on tax efficiency
- We can implement a savings strategy to suit your pocket