Retirement Planning

Most South Africans struggle to afford retirement — but our clients don’t.

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Why Choose Investiplan?

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• We accurately assess your retirement needs and goals.

• We design tailored saving plans and investment strategies to meet those goals.

• We create detailed future cash flow models factoring in income needs, investment returns, emergency funds, and inflation.

• Our investment approach leverages 25 years of market experience, focusing on protecting your downside risk and minimising costs.

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With Investiplan, your retirement is planned for success and security.