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Planning and managing retirement

More than half of our population is not adequately prepared for retirement. Don’t let that be you. Now is the time for smart decisions about how to make your retirement money work for you. Take charge and ensure that you’re able to maintain the life you’ve become accustomed to, well into retirement.

Understanding your goals

Your priority is to make sure that your money lasts throughout your lifetime. Your circumstances are unique, like your health and your family history. So are your dreams - whether you plan to relax and spend more time with family, travel or start a new venture.

A financial adviser will help you choose the best income options, avoid costly mistakes and decide on the best investment strategy for future growth.


Ask yourself:

What are your sources of income?
How much income do you need?
How long do you think you need your income to last?

Choose your goals

Choose your goals according to what you can afford.

Retirement

The longer you keep your money invested, the more money it will make for you. That's why compounding is called the eighth wonder of the world.

Emergency

Life happens. Prepare for the unexpected and make sure that you're financially ready to meet all of life's little setbacks.

Grow your wealth

Manage your money and follow a plan to grow it. Build a financially stable and wealthy future for yourself and your loved ones.

Specific goal

Saving up to build your dream house, climbing Kilimanjaro or walking the Camino. Whatever floats your boat, you'll need money.


Need advice?

A financial advisor can help you get started.

Contact Investments and Savings

Wealth





Business hours are Monday to Friday from 07:00 to 19:00. Closed on weekends and public holidays.

Investo





Business hours are Monday to Friday from 07:00 to 19:00. Closed on weekends and public holidays.

Momentum Collective Investments





Business hours are Monday to Friday from 08:00 to 16:30. Closed on weekends and public holidays.

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