Are You Thinking About Retiring?

This is it!  

You’ve talked about your retirement for years and it’s finally here.  

You are excited about retiring but now you have to make decisions on things you never paid much attention to before – tax, the markets, investments, etc. 

Due to the nature of the financial services industry, consultants will want to invest your money.  However, proper retirement planning is a specialised service.  You might know of people who have lost thousands of their hard-earned retirement money to tax and poor advice.

This is exactly why I created Retirement Wellness.  My intention is to help retirees make the most of their wealth. I realise that my qualifications are of no benefit if I cannot use them to help people. 

By choosing to work exclusively with retirees, I am able to dedicate more time to your initial planning.  Think of it as building a strong foundation.  This makes a world of difference!

Together we will explore various options and you only invest when we have identified the path that is perfect for you and your family.

Best of all, the savings I generate for you in taxes will easily cover my professional advice fee.  In this way, I become a partner to your success and not an expense.

It doesn’t end there.  Every year in your retirement will be different.  I will adjust your plan to ensure you continue to extract maximum benefit.

Contact me to experience Retirement Wellness.

031 502 5661 / 084 44 44 686