Retirement



Retirement

Retirement Planning

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“The question is not at what age to retire, but at what income”. Planning for your retirement is important to ensure you can lead the lifestyle you want when you stop working. Careful planning is required to ensure that your money grows and will be sufficient to see you through old age. As we live longer, it is vital to start as soon as possible. We assist you with choosing the right Pension, Endowment Funds, Unit trusts and more.

Pensions
Our experienced team offer excellent retirement and pension advice. There are many options to consider – how much of your income are you able to invest in your pension fund? What type of return would you like to receive and at what age? Which type of fund is best suited to your end goal? Give us a call, we can help!
Estate Planning
When you die, you may want to control how your possessions & money are given to the people you care most about. To ensure your wishes are carried out, you need to provide instructions stating whom you want to receive something of yours, what you want them to receive, and when they should receive it. Ideally, this should happen with the least amount paid in taxes, legal fees, and court costs. We can help.
Wills & Estate Administration
Our Services include the drafting of Wills. Administration of your Estate refers to the process of collecting and managing the estate, paying any debts and taxes, and distributing the remaining property to the heirs of the estate.