Innovative Investing
and
Saving for Retirement
 
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For any information regarding the COVID 19 virus
 

Personal Retirement Annuities and pension funds is not affected by the plan of the government to use pension fund money for there goals.

Your money is save.


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What effect did the covid 19 virus have on my investment

Many investment funds had loses up to 25%
That means you have 25% less money to retire from or to start building your investment from
Luckily markets do correct.
It's just the time period of recovery (almost like recovering from a illness) that makes a difference
And due to that the amount you are saving from retirement now needs to be adjusted by at least 25% to get the same result as your previous calculations.
Increase or start your ra as soon as possible


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What is the one thing covid 19 teach us


Have a savings or cash flow plan

Have at least 6 + months salary saved

If you lose your job because of another covid or economic situation you can recover and find another job or survive for longer

Start saving

Contact us

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Why should you invest though us?

With over 17 years of investment, insurance and financial planning experience and our focus, you the client, made us successful and our clients happy.



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SPECIAL

Earn up to 9% per year on your investment.

Request a quote and find out how.

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Request a quote for your

personal pension/ retirement annuity

or

Unit Trust

or

Education plan

or

short or long term investment goal

We quote at the biggest companies

in South Africa

START from as little as R500 per month. on a RA
Start from R200 on a unit trust


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What to keep in mind when investing


Inflation depreciates the value of your money. That makes financial planning important
There is a huge difference in income if you retire now with R1 000 000 and when you retire in 30 years with R1 000 000.
















 




 


 
  

ABOUT US
 
We are a registered Financial Service 
provider with the FSB nr: 25405
 
We are registered to provide
  
 * Long Term Insurance

 * Short Term Insurance

 * Pension and Provident Funds

 * Investments

 * Medical Aid
 
 
 
 
 
 

CONTACT US 
 
Tel: 082 494 5624

Tel: 012 547 3769