As much as Wealth Planning concerns your lifestyle in the future, it revolves around what you are doing today.
Statistics from the 2021 Brand Atlas Survey showed that only 8% of South Africans are executing a calculated retirement plan that they are confident will help them keep their current lifestyle. 50% had no plan at all.
That said, retirement planning is only one component of a wealth plan that guarantees longevity.
Luckily, all hope is not lost.
By building an investment portfolio according to your needs, you can rest easy knowing that your current efforts to accumulate wealth has clear future potential.
Anchor Capital, one of JZA’s chosen investment partners, offers a broad range of local and global investment solutions to individuals, with a focus on serving those with a high asset value.
One of the reasons we value Anchor Capital’s services so highly is that they are masters at adapting to constant change. This means your portfolio is constantly adjusted to keep your risk profile stable, no matter what happens.
With offshore investment instruments in stronger economies, your future wealth does not hinge on the twists and turns so prevalent in South African society.
Make sure that you are one of the few who can confidently say that they are ready to enjoy future quality of life, no matter the changes you face in your journey to get there.
Wealth Planning involves complex strategies that require expert knowledge and skill.
Gain the benefits of:
- Optimal tax structuring
- A diversified investment portfolio
- Offshore investment options
- Tailored solutions for various risk appetites
This article is a general information sheet and should not be used or relied on as professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information herein.