Planning for retirement

There are so many options available that often retirement planning can seem overwhelming.

Planning Your Retirement

When you reach retirement, it is important to ensure you have sound financial plans in place to ensure your future income needs are covered.

With life expectancy increasing, retirement can represent a third or more of your lifetime. The manner in which you decide to take your benefits needs to be carefully considered.

Meeting your needs


Taking time to understand your situation lies at the heart of our approach. Our expert advisors will help define your objectives for your retirement, taking into account your current, short-term and long-term requirements. We will construct a retirement plan tailored to your needs.


We are committed to building strong and lasting relationships with our clients and have been advising some families over many generations.


We are an independently-owned company, majority owned by our partners, staff and former employees. So our interests are closely aligned with yours. We take personal pride in maintaining and building your wealth – often across several generations.

How we can help

  • Choice: Guiding you through your options at retirement.
  • Evaluation: Advising you on how you can meet your retirement income needs.
  • Inheritance: Educating you with regard to the treatment of your retirement fund on death.
  • Ongoing support: Keeping you abreast of changes in the regulatory environment and how these might impact your plan.
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