Having spent years saving your retirement fund, it’s worth spending a few hours discussing the best way of funding your retirement. For many, that will be the traditional annuity route i.e. income for life. Others may wish to explore post retirement investment through Approved Retirement Funds (ARFs). Either way it is strongly recommended that you seek professional advice where the most appropriate course of action for you can be outlined
for you.
Moving to POST Retirement Planning
If you have to choose between an annuity and an ARF, it is important to weigh up the pros and cons of both. Consider your personal circumstances as they are now, and how they are likely to be in the future. Remember we can help you make the decision that’s right for you.
Whether it’s retirement options, redundancy options or early retirement options, Wallace Financial can offer expert advice on the following areas:
- A(M)RF
- Annuities
- Vested PRSAs
- Claims/TFLSs
- Redundancy Payments v TFLS
Individuals looking to retirement should consider :