READ THIS IF YOU ARE RETIRED & RECEIVE AN INCOME FROM AN INVESTMENT
Many individuals who contact us after they have retired, do so because they have lost money in their investments. They also express their concerns about not getting regular reviews.
Generally this is the result of not planning according to their needs as well as a lack of proper financial planning and advice.
Deciding on an income can be tricky. If you take too much, your capital could reduce. If you take too little, you may not have enough to cover your monthly expenses.
How do you know what income to take?
At Retirement Wellness SA, retirement and investment planning are our core focus areas.
During consultations, we gather important information about you. In addition, we will introduce you to exclusive retirement and investment planning tools. We use all of this to customize a plan that is perfect for you and your family.
We will show you how to grow your capital despite you receiving an income. We will work out an income that will take care of your everyday expenses and allow you to enjoy your retirement.
If you are concerned about the markets, we have access to an exclusive range of funds that will give you a guarantee on your capital. We will track your investment regularly and provide you with statements.
As the first step in a life long partnership, we invite you to contact us for a FREE review.
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