Making better choices
is not always this easy

 

Values

  • we believe our clients are our greatest asset.
  • we will meet the needs of our employees by providing security and opportunity to those employees willing and able to meet the increasing demands of the evolving marketplace.
  • we believe that our customers should always be treated in the same manner that we would want to be treated.
  • we will meet the needs of our customers by providing them the security, products and services they expect.
  • we believe the service we provide is critical to our customers and the well being of our clientele.
  • we believe that earning a profit is good and contributes to the financial security we provide to our customers.
  • we believe in having fun.

 

Should I Liquidate my Assets to Pay for my Retirement?

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Saving enough money for retirement is a challenging task and our worst enemy is inflation. What you save today may very well be half its worth by the time you retire. Unless you earn an above average monthly salary, the chances that you will save enough money to retire comfortably while maintaining your current lifestyle are sadly low.

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Posted by Gary Walker on Monday, September 19, 2022 Views: 46


Different Types of Aged Care for the Newly Retired

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One of the biggest concerns faced by aging individuals is not only if they have enough money to retire, but also if they will need to retire in a place that can take care of them should their health deteriorate.

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Posted by Gary Walker on Tuesday, August 23, 2022 Views: 86


Why You Should Consider a Retirement Annuity

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Having enough money to retire comfortably is something that everyone worries about. But the question we should be asking is “how can I make sure that I am financially prepared for retirement?” In this article, we discuss the benefits of a retirement annuity in South Africa.

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Posted by Gary Walker on Wednesday, August 10, 2022 Views: 95