This includes a comprehensive retirement plan tailored for you, implementation of the plan and then ongoing advice and an annual review.
This is an extensive and sort-after solution including ongoing advice and service from Villic Wealth.
There is an upfront advice charge of 0.75% - 0.5% of investment assets (which covers the retirement plan/planning and implementation of investments). Then once the investments have been implemented, an annual ongoing advice fee will be applicable, paid monthly in arrears from the portfolio.
Annual Advice Fee:
Investment Assets between R2 Million – R5 Million - 0.75%
Investment Assets above R5 Million - 0.5%
This option is designed for individuals with investment assets of R2 million or more – if you do not meet these criteria, then perhaps one of our other solutions may work for you - please contact us to see how we could accommodate you.
Our Retirement Plans are comprehensive and tailored to every client’s needs. We emphasize the importance of appropriately allocating your retirement capital according to your needs, taking into account your current portfolio, income needs, individual risk profile, tax consequences, products and different investment funds. We also acknowledge important issues such as the longevity of Retirement Income, the viability of a Living Annuity, Estate Planning, Family Trusts, Generational Wealth and Leaving a Legacy.