RETIREMENT PLANNING
Planning for your retirement is very important and we will walk the path with you to ensure you are well prepared for it.
We work hand in hand with our clients through their life cycle by assisting them to put a retirement plan together. We assist our clients to use one of the personal savings vehicle that offers attractive tax benefits. Your personal retirement savings are very important to us.
These tax benefits can take the form of:
- Claiming back from tax contributions up to a certain amount.
- Your investment growth in your retirement annuity is tax free
- Proceeds up to a certain amount are tax-free at retirement
Once they are close to retirement, we assist with best exit option.
Retirement plan enforces discipline and helps you to contribute towards your retirement at an early age.
The longer you stay invested, the better.
