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POST RETIREMENT PLANNING

Once you have retired, your Retirement Savings Plan needs to keep working, even when you aren’t.

This money must continue to grow at a rate that will sustain your lifestyle. We will assist you with the continuous management of your retirement nest-egg, so you can live the life you have worked so hard to achieve.

Our Process

Step 1: Examining your current financial status
  • Your consultant will sit down with you to discuss what you require in order to retire comfortably.
  • During this process, any concerns you have will be addressed, along with the long term goals you have for your retirement.
  • Your current retirement portfolio will be documented.
  • Understanding your Investment Risk Profile is important, and as such your consultant will address any considerations that might need to be factored in based on this profile.
  • Alternative scenarios will be put forward to ascertain what other outcomes may be acceptable to you, if necessary.
Step 2: Collection of other data

A search to ascertain what investment and insurance policies you have is carried out by our office analysts. This information, along with the information you have already provided, is used to create a client portfolio.

Step 3: Creating your Post-Retirement Plan
  • Your analyst will present and explain the findings of your report.
  • Suggestions will be made, that include product suitability, so as to implement your Financial Plan.
Step 4: Presentation of Post-Retirement Plan
  • Your analyst will present and explain the findings of your report.
  • Suggestions will be made, that include product suitability, so as to implement your Financial Plan.
Step 5: Ongoing Management and Review of Post Retirement Plan

At Morebo, we ensure that your Post Retirement Plan is closely monitored, and will suggest a certain number of face to face review meetings, as well as telephone and video conference calls during the course of the year.

LIVE TO LEAVE A LEGACY

We have the Investment Planning Solution for you.

To find out more about our Savings Solutions please contact William on
+27 10 822 5071 or send us an email using the link below.
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