Retirement & Estate Planning
Retirement planning and writing wills can be overwhelming and therefore often deferred.
We will help you to:
- Prepare a pre- and post-retirement budget
- Plan savings goals
- Ensure all tax-breaks are being used (especially pillar 2 & 3a)
- Choose a suitable investment strategy
- Plan the retirement/withdrawal phase (especially pillar 2 & 3a)
- Write a will including choosing an executor, beneficiaries, a guardian for your children, witnesses and safekeeping of documents.
- Prepare a Living will and a Patient Decree
We welcome the opportunity to assist you with your retirement and estate planning.