Retirement Planning

Retirement Planning

Retirement Planning

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.

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Contact one of our Advisors to discuss Your Retirement

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.