Retirement Advice

Get Free Retirement Investment advice and ensure that your retirement savings are offering you the very best returns and Tax benefits by letting one of our associated certified financial planners assess your retirement investments.

An Experienced and certified retirement investment consultant will call you immediately to discuss your current retirement funding position and offer Free advice.

The retirement Industry is constantly changing with new products aimed at maximising returns with the least amount of risk in the most tax efficient manner. The SA Government is very focussed on reducing risk and guaranteeing retirement funds return by regulating the industry and offering tax benefits to those who aspire to self fund their retirement and not rely on the Government to look after them in the latter years of life.

Email us at: advice@pensionfund.co.za

We have associated companies with qualified professionals who are both linked to investment houses as well as agnostic professionals who are able to advise on any company or fund.

Whether it is the placement of large single amount in a low risk fund where monthly income is drawn down on, or a high risk investment for an early retirement saver, we have a professional to advise on any circumstance.

Investing can seem a bit like the lottery but the advisors will tell you that the only way to invest for retirement it is to invest methodically for the long term. Ignore short term fluctuations, staying invested is the best advise you can get. Almost all funds, the world over, return well above inflation in the longer term and it is those that start investing for returns at a young age  that will benefit most.

Have a chat to one of our professional advisers and get the latest information on the economy, the investment industry and what is expected in the next 1, 5 and ten year cycles.