Our relationship with local and international investment specialists ensures tailor made recommendations for every aspect of your wealth, but it starts with understanding you and your family. Retirement planning and preservation of wealth are uniquely formulated for you and based upon your particular requirements.

Retirement annuities

A retirement investment vehicle that is structured similarly to an individual retirement account (IRA), except that in this instance, an annuity contract must be purchased, subject to a number of conditions which must be met.

Preservation funds

A retirement fund that enables employees leaving a company to invest their pension or provident fund and to preserve the tax advantages of a retirement fund (provided they defer receipt of the benefit to at least age 55).

Pension funds

A fund from which pensions are paid, accumulated from contributions from employers, employees, or both.


It's an investment fund set up by an institution in which regular withdrawals from the invested capital are used for ongoing operations or other specified purposes. Endowment funds are often used by non-profit organisation’s, universities, hospitals and churches.

Provident funds

An investment fund contributed to by employees, employers, and (sometimes) the state, out of which a lump sum is provided to each employee on retirement.

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