Retirement planning, in a financial context, refers to the allocation of savings or revenue for retirement. The goal of retirement planning is to achieve financial independence

  • Retirement Annuities – A pension is a fund into which a sum of money is added during an employee’s employment years, and from which payments are drawn to support the person’s retirement from work in the form of periodic payments
  • Pension Fund – A pension fund, also known as a superannuation fund in some countries, is any plan, fund, or scheme which provides retirement income. Pension funds typically have large amounts of money to invest and are the major investors in listed and private companies
  • Pre and Post Retirement Planning – Pre- (saving for) and post-retirement planning (implementing a plan) information and tools to assist you to find quality solutions for your unique circumstances.