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Wealth And Retirement Annuity for your future
Our dedicated team will help you find the best retirement annuity or investment for you.
Retirement Annuity
Grow your retirement money in a disciplined way while benefiting from tax incentives. Have you thought about your retirement and what you would like to do? Making sure you have enough money is an important part of your journey to success. Build up your savings so that you are financially prepared to live comfortably in your retirement years.
how can the investo retirement annuity help you?
A retirement annuity is primarily designed to help you grow your savings money for retirement so that you can draw a regular income during your retirement. It is a long-term savings product that helps you save and invest in a tax-efficient way.
Is it for you?
Benefit of Retirement Annuity
List of Services
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TaxList Item 1
The Retirement Annuity is ideal if you prefer a committed approach to saving and investing. It offers a tax-efficient opportunity to save for your retirement. You have access to the money from age 55; then you can take one-third as a lump sum and use the balance to buy a regular income.
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Power of Compound Growth
Because you are investing over a long period, your invested funds start to work for you from the day you invest. The benefit of compound interest means that you earn growth on the growth − so the longer you invest, the bigger the advantage. Over 30 years, more than 65% of the value of your retirement annuity could come from this compound growth alone.
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Discipline savingList Item 3
Not being able to access your retirement savings is a good thing. It removes the temptation of spending the money you set aside specifically for retirement on things that may be short-term distractions.
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Supporting your DependantsList Item 4
Your retirement annuity can provide for those you leave behind should you pass away. The cash benefit is not part of your estate, therefore creditors won’t access your hard-earned retirement funds.
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Long term Sustainability
You are able to ride out short-term fluctuations in the market in the pursuit of long-term real growth, which pays off ultimately when you retire.
Investment
you benefit from a holistic offering
We understand that your investment needs are unique and
living
will
change as your circumstances change. We have built our value proposition on our ability to meet your investment needs in a unique, comprehensive and innovative way. Our wide range of complementary investment
products and services gives you the opportunity to respond to your changing investment needs, with specifically tailored investment solutions. We also offer portfolio management and fiduciary services that enable you to maximise your investment return potential and to protect your wealth.
you can choose from our wide range of local and international investment components
We provide investors with a complete range of investment components that are designed to cater for varying market conditions and investor needs. This enables you to structure your investment around your appetite for risk, investment timeline and specific investment needs. With the help of your financial adviser, you have the flexibility to invest in various investment components, such as local and international collective investment schemes, exchange traded funds (ETFs), direct Top 40 shares and protected investments, all in one investment.
Endowment - savings for a specific retirement goal
You want to grow your money over the medium to long term. You'd also want to adapt your investment to what you need and how much risk you can handle. Choose how long you want to invest for to suit your goal and the investment options to grow your money. Whatever the legacy you want to leave, you want to tailor it your way.
But in the process, you don’t want your tax obligations to eat into the growth, and your objective. You invest to make your money grow to have enough for your needs on your journey to success. We know your journey is unique – you may want to save for your children’s education, a dream holiday or a nest egg for starting your own thing
How can the Investo Endowment help you?
This investment product has certain rules and restrictions. It may have tax- and estate planning benefits depending on your circumstances. You choose how you would like to invest, and the most suitable investment options to achieve your goal.
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Contact
9 St. Columb Street, New Redruth,
Alberton, Johannesburg, 1448
Business Hours
Monday –Thursday: 08:00-16:30
Friday: 07:30-16:00
Saturday & Sunday: Closed
