Retirement & Estate Plans

Our Retirement Plans are comprehensive and tailored to every client’s needs. We emphasize the importance of appropriately allocating your retirement capital according to those needs.

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Our Retirement Plans are comprehensive and tailored to every client’s needs. We emphasise 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.

This is a once-off service providing you with a comprehensive retirement plan tailored for you and implementation thereof, for you to manage yourself.

There is a once-off fee of 1% - 0.75% of the retirement investments.

Once the investment plan is implemented and you’re managing it yourself, you are more than welcome to contact Villic Wealth in the future for hourly consults or to move onto the ongoing annual retainer advice fee model.

The personal financial planning and coaching includes basic retirement planning as it relates to building up a retirement portfolio i.e. pre-retirement where this Retirement Planning service offering relates more to individuals stepping into or already in retirement and is much more comprehensive.

Experiences

My relationship with James started a few years ago, and it’s gone from strength to strength. He doesn’t just give Financial Advice, but understands my needs and tailors his advice and services. I find that he’s very diligent, knowledgeable and extremely reliable. I’ve had Financial Advisors before, who reached out to me on an ad hoc basis or when it was time for reviewing their portfolios, but with James, he’s very proactive and is available. I feel like I’m not just another client or source of fees for him, but a partner through my financial journey. I couldn’t ask for a better financial advisor to look after my financial affairs, including those of my wife and my family, to help protect, preserve and grow my wealth. He’s my go-to guy.

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Thabo
Banker - Corporate Investment Banker