Are You Retiring Soon?

Collage Gives You The Best Deal!

 

COLLAGE PORTFOLIO

The Art of Financial Planning

 

 

 

 

 

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ZERO  COMMISSION : When you invest your retirement capital in our Investment-linked Life Annuity, the commission that most providers would charge you up-front is completely squashed if you invest through us! On an investment of R1million for example, you SAVE R17,100! (Normal commission plus VAT).

 
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ZERO LUMP-SUM TAX : When you transfer your retirement capital from a Pension Fund or Provident Fund or Preservation Fund or Retirement Annuity Fund, to Collage's Life Annuity at retirement date.

 
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BEST INVESTMENT RETURN : Any linked life annuity product is only as good as the investments that support it. The Collage Investment-linked Life Annuity offers you the best investment return for your profile for four reasons:

 

→        We have the widest range of investments in one product - all investment managers, local and offshore, all sectors

 

→        We are financial advisors as well as investment managers - we will assist in compiling a suitable investment plan for you and will manage your investment plan through the course of your policy's lifetime

 

→        We accurately determine your Investment Personality through a combination of questions and listening to your unique needs and we build you a portfolio using unit trusts or shares

 

→        A proven track record: We can show a past return averaging 15,04% per year over the last five years!

 

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PRODUCT  PERFECTION :

You will never need to concern yourself with the rising the cost of living (inflation). Our product delivers the required investment return to support your monthly income and more! You also automatically get an income  i n c r e a s e  on each anniversary of your policy.

Your next of kin will inherit all your capital / income from your policy upon your death. Thus your investment in a Collage Investment-linked Life Annuity will not only serve you during your life-time, it will go on looking after your beneficiaries afterwards as well.

 

INTRIGUED?

If you want to learn more about life annuities or if you want the terms explained, we recommend you schedule a consultation   online or you can contact us by telephone or e-mail. If you want to see how our zero commission offer benefits you and how much your capital is worth in income terms, request a quotation.