Enjoy the retirement you deserve
A simple process for a successful retirement plan that helps you to retire on your terms
Professional & Ethical Advice
Tailored advice for your retirement that you know you can trust is in your best interest
Financial Knowledge
Improve your financial literacy so you can make informed decisions about your retirement plan
Confidence
Be free of fear and anxiety when you retire
Are you concerned that you won’t enjoy your retirement?
- Do you know how much income you will need every month once you retire?
- Are you concerned that you may not be putting enough away to reach your retirement goals?
- Are you about to retire and not sure if you should take a Life or a Living Annuity?
- Are you concerned about the effect of economic, political and inflation risk on your retirement savings?
- Do you feel fear and anxiety when you think about your retirement?
- Do you want to reduce your tax liability and keep more of your money for yourself?
Planning & Advice For Your Dream Retirement
Pre-Retirement Planning
-Risk management strategies
-Emergency Funds
-Unit trust / Linked Investments
-Tax-free Investments
-Retirement Annuities
-Pension/ Provident preservers
-Tax Planning
Retirement Transition Planning
-Budget Forecasting
-Unit Trust/ Linked Investments
-Endowments
-Life Annuity
-Living Annuity
-Estate Planning
-Tax Planning
Post-Retirement Planning
-Estate Planning
-Tax Planning
-Continued investment advice and reviews throughout your retirement.
We get it - Thinking about your retirement can cause you anxiety
At Joubert and Co, we believe that everyone can plan and work towards their financial freedom and live their best life possible.
You can retire on your terms, how you want and when you want.
We have developed a step-by-step retirement planning process.
Our process will ensure that you can be confident that you will be able enjoy your retirement.
What our clients say about us
Affiliated to
3 Steps to a Successful Retirement
1. Introduction & Planning
Request a call back - tell us more about you and your goals - let us do a complementary financial analysis for you and present your personally tailored plan to you.
2. Put the Plan Into Action
We help you to implement your own personally tailored retirement plan.
3. Monitor & Adjust
We help you to regularly review and adjust your financial plan and investments, we help you to understand and make informed financial decisions on an ongoing basis.
Want to schedule a consultation?
Contact Us
- 071 680 3357 (Whatsapp only)
- 012 433 7541 (calls)
- chad.joubert@liblink.co.za
- Address: 87 Frikkie De Beer Street Menlyn
Send us a message
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