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.