Discretionary vs Compulsory Retirement Savings in South Africa: What's the Difference?
Most South Africans belong to an employer retirement fund without giving it much thought. Money comes out of your salary each month, your employer...
15 min readPreparing for retirement
When you can stop working, what income your savings will give, and the decisions in the last five years.
Articles in Preparing for retirement
Retirement Planning for Financial Planners
Retirement planning for financial planners is the structured process of guiding clients through every stage of their financial lives, from first...
14 min read
Retirement Planning Tools: A South African Guide
Retirement planning tools are calculators, comparison frameworks, tax checklists, and modelling software that help you estimate how much you need to...
13 min read
Retirement Planning Financial Advisor: What They Do, What They Cost, and How to Choose
A retirement planning financial advisor is a licensed professional who helps you build, manage, and draw down the savings you need to live on after you...
10 min read
Retirement Planning Financial Advisors
A retirement planning financial advisor is a licensed professional who helps you structure your finances so your money lasts through retirement, your...
13 min read
Financial Advice for Retirement Planning
Financial advice for retirement planning is really about three things: knowing how much to save, knowing where to put it, and knowing how to turn it...
12 min read
Tools for Retirement Planning: What Every South African Needs to Know
Retirement planning is not something you do once and forget. It is an ongoing conversation between what you have today, what you will need tomorrow,...
17 min read
Retirement Planning Tool
A retirement planning tool is a calculator or software application that projects how much money you will accumulate before retirement and how long that...
13 min read
Retirement Planning in South Africa: A Complete Guide for 2026
Retirement planning is straightforward in concept: you decide how much you need to save, pick the right products to save in, and then convert that...
14 min read
Financial Advisor For Retirement Planning
When you're thinking about retirement, you face decisions that are genuinely consequential. Whether to buy a life annuity or stay invested in a living...
15 min read
Financial Advice Retirement Planning: A South African Guide
What financial advice for retirement planning covers in South Africa, when to get it, how to choose an advisor, and how to avoid costly mistakes.
12 min read
Financial Advisors For Retirement Planning
A financial advisor for retirement planning helps you build, protect, and ultimately draw down your retirement savings in a way that is tax-efficient,...
13 min readWant to talk about your own situation?
The articles explain the rules. A consultation applies them to your funds, your tax and your family. Tell me a little about your circumstances and I will let you know how I may be able to assist.