Investment Advice, Solutions & Retirement Planning

Investments and Retirement Planning

Investment Advice, Solutions & Retirement Planning

In order to meet your financial needs and investment objectives, we offer independent financial advice and tax-friendly investment solutions. In addition, we work with several bank, insurance companies, asset managers, stockbrokers and securities department.

With a dedicated portfolio manager and investment committee as part of our own unique wrap solution blend called Spyros, our clients can benefit from pro-active management, especially during retirement. We help you understand, simplify and create a proper solution worldwide. 

Let's Talk Retirement Planning

To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is why it makes sense to pay attention to the serious and perhaps boring part: planning how you’ll get there.

Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. Then you need to look at the types of retirement accounts that can help you raise the money to fund your future. 

As you save that money, you have to invest it to enable it to grow. The surprise last part is taxes: If you’ve received tax deductions over the years for the money you’ve contributed to your retirement accounts, a significant tax bill awaits when you start withdrawing those savings. 

There are ways to minimize the retirement tax hit while you save for the future—and to continue the process when that day arrives and you actually do retire. Read more about the Tax benefits here…

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Some products we can assist you with

  • Money Market Funds
  • Exchange Traded Funds
  • Unit Trusts
  • Flexible Investment Plan
  • Share Portfolios
  • Endowments
  • Wrapper Funds
  • Tax Free Savings
  • Guaranteed Investments
  • Retirement Annuity
  • Provident Funds
  • Pension Funds
  • Corporate Retirement Annuities
  • Preservation Funds
  • Living Annuity
  • Offshore Investments
  • Life Annuities
  • Capital Protection Options

How does your money grow?

Asset Classes

Here are some asset classes where your money can be diversified into:

Property – You have the option of investing into the listed JSE Property Companies as a shareholder.

Cash & Bonds – You can have your investment diversified amongst all major bank via a Money Market fund or any other FSB Regulated fund.

Commodities – You can invest into the mining companies or directly into the commodities index.

Equities – You have the choice of Pro Active Management or simply tracking the JSE sectors – from the smaller JSE companies to the larger Blue Chip top 40 shares.

Offshore – You have the opportunity to diversify your asset classes offshore.

Some Asset Management Companies We Deal With

For Investment Advice, Solutions & Retirement Planning contact one of our Advisors

We look forward in finding your best investment solution together.

Fanie Du Preez Independent Financial Advisor
Fanie Du Preez
Independent Financial Advisor
Fanie is an Independent Financial Advisor with 50+ years experience. He is a fully qualified Financial Intermediary and a member of the FIA and CMS. Fanie established himself as being the top Advisor for Sanlam Life and PPS for numerous years and has earned awards and accolades for service excellence.
Anton Du Preez - Independent Financial Advisor
Anton Du Preez
Independent Financial Advisor
I have been an Independent Financial Planner in our Family Financial Practise with my dad and brother for over 24 years. My role is to connect, guide and assist my clients through the “noise” into only getting what they need to achieve their financial goals and to have peace of mind along their Journey ahead.
Mariska Basson - Independent Financial Advisor
Mariska Basson
Independent Financial Advisor
Mariska is an Independent Registered Financial Advisor with 20+ years’ experience in the financial industry. Mariska is member of the FIA and CMS.
Wimpie Nel
Senior Independent Financial Advisor