Savings and Retirement

The current cost of living is incredibly expensive, so can you imagine what it will be like by the time you retire? Let us assist you in planning for your retirement and providing you with a product that will ensure you have enough capital by the time you retire from employment.

Did you know that you could also get a Retirement Booster, which pays you back a large portion of your life insurance premiums when you reach retirement age? If your retirement savings and life insurance cover are with the same provider, this is one of the benefits you can experience. The other benefits include things like saving on policy fees by keeping both products under one policy; a loyalty bonus when your products mature; and the simplicity of the right investment choices to match your risk profile as well as your needs.

A savings attitude is very important if you want to be able to afford things like your children’s tertiary education, or a long, comfortable retirement. Our savings products include:

  • Savings benefit: this is a medium-term savings vehicle, which will pay out a tax-free lump sum upon maturity, with a minimum term of 10 years.
  • Retirement annuity: a highly tax-efficient way to ensure you can retire comfortably, at a chosen maturity date anywhere between 55 years and 70 years.

If you have any questions, please complete the contact form with your details and we’ll call you.