Retirement, Investments & Estate Planning
We start with the end in mind
Our Wealth Managers use cutting-edge technology to help develop a tailor-made and financially astute retirement plan – just for you.
Through this retirement tool, you can access your retirement plan at any time to test new scenarios and update it with your changing circumstances or market options, so you can always see into your financial future.
This means our Wealth Managers are more free to give insightful retirement advice when it’s needed most.
We will look at what will work best for your personal life goals, from:
- Pension and Provident Funds
- Preservation Funds
- Retirement Annuities
- Living Annuities
- Unit Trusts
- Share Portfolios
- Money Market
- Qualifying Recognised Offshore Pension Scheme
- Offshore Funds
These products protect you and your family from interrupters; events that may stop you from reaching a safe retirement, such as becoming ill or disabled.
- Medical aids
- Severe illness cover
- Disability income protection
- Life cover
- Wills and estate planning
Your initial consultation with a GCI Wealth Client Portfolio Manager is complimentary.