Hereford North

Investments and Retirement Planning

Investments and Retirement Planning

Business Owners| Retiree’s| Investors| Retrenches
With all the investment choices, volatile markets and political unrest it’s extremely difficult to make confident investment decisions with your hard earned money. Business owners need access and wealth protection to their working cash flow, while having an expansion plan with great return potential. Retiring can be an very stressful time and making sure you will have enough money for the rest of your life, traveling and laying on the beach. Being retrenched can be quite scary and cost you more than just your job if you are unaware of the taxation on your pension fund.

I assist with these problems…

How?

I allow clients to make confident and trusted decisions to create certainty in a volatile and politically influenced market. With our expert investment advice and countless man hours of analysis from our research teams you can rest assured that I am making your hard earned money work hard for you.

I structure business reserves in short term accessible funds to save tax and outperform other cash vehicles like money market and call accounts. I evaluate and scrutinize current retirement savings to measure a tax efficient portfolio that will allow clients to meet their retirement goals and incomes. I preserve wealth through preservation of pension funds that attracts no tax and continues to invest your retirement funds with the highest growth potential.

Skills and Capabilities

Unit trust investments
Endowments Retirement Planning
Estate Planning
Retirement annuities
Pension funds
Provident funds
Preservations funds (pension & provident)
Tax- Free investments
Short term investment
Medium term investments
Long term investments
Diversification
Asset Allocation
Asset distribution planning
Income Distribution Planning

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