Saving toward Retirement or ...

Investing at Retirement

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COLLAGE PORTFOLIO

The Art of Financial Planning

 

 

 

 

Retirement Planning

 

A: Saving for Retirement

Start your retirement account early - it will cost you less and earn you more capital.

 

Buy a Retirement Annuity policy if your work doesn't have a Pension/Provident Fund.

 

Transfer your retirement account to a tax free preservation fund when changing jobs.

 

B: Investing at Retirement

Invest your capital, tax free, in an Investment Linked Life Annuity for capital growth so you can enjoy a life long monthly income and annual income increases to keep pace with inflation.

 

 

 

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PRODUCTS

 

1. RETIREMENT  ANNUITY :

To invest a lump sum and/or a monthly amount until your retirement date while earning optimal investment growth

 

  Product Brochure                Retirement Calculator             Request Quote

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2. PRESERVATION  FUND :

To invest a lump sum from your retirement fund when you change jobs in order to maintain your retirement capital and earn optimal capital growth

 

   Product Brochure            Retirement Calculator            Request Quote    "     "  

 

 

 

 

 

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                                 PRODUCT

 

INVESTMENT-LINKED LIFE ANNUITY :

An investment product specifically for people who are retiring. You invest the capital you have put aside for retirement to provide you with a life time income.

 

    Product Brochure              Retirement Calculator

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Request Quote