Retirement Planning

Retirement planning is essential for when you start earning an income. Your focus should be on accumulating wealth by regular savings for retirement, while your objective is for financial freedom and quality of life for the future for you and your loved ones. 

Why do your retirement planning with D&A?

We offer advice which is easy to understand, applicable to your personal needs and affordable .

As an independent Financial Service Provider, we have a variety of Financial Institutions and financial products to choose from, so that we can match your unique saving & investment needs.

Our professional advice will also include showing you ways to manage your savings, debt and tax needs.


D&A provides advice on three stages of retirement planning

Pre-retirement

Do I pay myself enough?

- Aim at tax effective Savings and investment plans to accumulate wealth. 
- Get professional investment advice to make informed decisions easier (as and     when required).
-Manage and regularly review your personal retirement plan.

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At retirement

What options are available?

 - Help consolidating all retirement savings: Pension, Provident and Retirement Annuity funds.
- Utilising and maximising your tax free portion, which includes advice on voluntary investments.
- Assisting in your choice of selecting the right option available for future retirement income. 

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Post-retirement

Let your retirement work for you

- Ensuring on- going advice so you can enjoy your retirement. (Allow it to work for you). 
- Helping you manage and monitor your retirement capital to ensure your future income needs are met.
 - Providing professional tax advice and tax savings as you grow older. 

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CONTACT FORM

Should you have any questions about your retirement then find out more here: