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.
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…
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.
We look forward in finding your best investment solution together.