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Annuities and Investments

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  • Best Retirement Annuity

Save for Retirement – full quote


Saving for Retirement and using a Retirement Annuity

When you apply for a retirement annuity from us. We do minimum 5 quotes at different investment houses.

We compare the costs and estimated end values for you, and you can choose the preferred option, to continue with.

We assist you in signing up at the investment house and from there on we monitor the growth and advice accordingly on regular basis.

Our services includes updating your insurance portfolio and financial plans on a yearly basis, or your preferred basis.

The benefits of a Retirement Annuity

  • Premiums can be deducted from tax. (For every R1 you contribute you get a amount of it equal to your tax rate back
  • The contribution per year for tax deduction purposes is R350 000. Contributions there after is not deductible but have a tax advantage at retirement.
  • You cannot excess the funds. That means you will have funds for retirement
  • You can have excess to funds from age 55. Depending on the value, you can make a full withdrawal or invest as follows.
  • 1/3 of it you can get as lump some – tax applicable for amount over first R500 000
  • 2/3 off it must be invested in a Living or Life Annuity.
  • More Information about Living Annuities.

Complete the detailed form to get a investment quote.

The comparisons will be done and send to you. There after we will give you a call to discuss the best options.

Full Investment Quote Request
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Tick where you have plans

Retirement Annuities that gets you closer to your retirement Goal

The Place for your Investment is with us

The Place for your Investment is with us

Going on Pension Advice

View my investment options when I retire

 

Calculate how much tax I will pay on my pension,provident and RA when I retire or Withdraw from them.

Calculate how much you need to Save to Retire

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About Us

We are a registered financial service provider with FSP nr: 25405

Address: 697 Amandelboomroad, Doornpoort, Pretoria

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