Monthly Archives: February 2017


Retirement Annuity Benefits

Financial planning is crucial for retirement, it will influence and define your standard of living and financial freedom in your retirement years. You can expect the following benefits when starting a retirement annuity plan:             1.  Tax savings: At marginal rate. No tax payable inside the Retirement Annuity - growth tax [...]

By | February 21st, 2017|Blogs|0 Comments

Changing your Job?

Use this handy Financial Planning checklist! Accept new job offer. Request Pension/Provident fund statement from HR Request transfer option forms Accept you need professional help Find a Certified Financial Planning Professional® to assist you Transfer your Pension/Provident fund   Pension Fund & Group risk benefits at new job? YES Consult Certified Financial Planning Professional® Budget Sort [...]

By | February 3rd, 2017|Blogs|0 Comments