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?

Distressed elderly couple troubles with household finances expenses

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

You deserve to retire comfortably.
You deserve to enjoy your retirement.
You deserve to remain in control and financially independent.

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

Joubert & Co went to a lot of effort to find the right investments for me. They explained everything so I knew exactly what I would be paying, what the risks were ect. Joubert & Co also continue to follow-up with me and notify me of new investment opportunities. I recommend Joubert & Co for any investment advice

Pierre Herschensohn
As a client of Joubert & Co, I highly recommend their services. They articulated to me the kind of investment that is suitable for me, in a way that I could understand. They are attentive and meet their clients needs without fail. Always eager to help and answer any questions. They are great at what they do.
Precious Mzwakali
If you're looking for someone that will put the best possible options on the table for you while not pressuring you to lean towards any single one, Chad Joubert is your guy!




David Mendes

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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?

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