Retirement & Wealth Advisory
A retirement number you can actually trust
Most retirement projections are sold, not calculated — optimistic growth rates dressed up as certainty. We build ours on conservative assumptions and show you the working.
What we structure
Three pillars of a durable retirement plan
Retirement projections, stress-tested
We model your retirement income under three growth scenarios, not one optimistic average — so a bad five years doesn't derail the plan.
Retirement annuities and preservation funds
We review existing RAs and pension preservation funds for fee drag and fund duplication, consolidating where it genuinely helps.
Offshore allocation within Reg 28 and beyond
For clients with capacity, we structure offshore exposure through compliant vehicles, balancing rand hedge against local income needs.
By the numbers
A track record built on discipline, not slogans
340+
retirement plans reviewed since 2016
R2.1bn
combined assets under advisory guidance
18 yrs
average tenure of our senior consultants
3
growth scenarios modelled per client, minimum
A quick self-check
Is your retirement plan actually on track?
See your real retirement number
Bring your latest RA and pension statements to a 45-minute session and leave with a stress-tested projection, not a guess.