The Next Adventure is a presentation in the Financially Fit Series that is offered to Pension and Provident Fund members who are between the ages of 55 and 65 years of age.

In the last 10 years of your career, you should start thinking about the next adventure, your retirement. This presentation looks at comparing various types of annuities; income sustainability in relation to your retirement living expenses; focusing on your health and budgeting for a comprehensive medical aid.

This is the introduction to the last phase of your financial planning and should be followed up with a retirement benefit counselling session with one of the Certified Financial Planners from Optimate Financial Solutions.

Are you Financially Fit?

Do our free online course to help you stay in shape

Regardless of your age or career stage, working out good financial habits and staying financially fit is important. Our free online course gives you the basics that you need to keep your finances healthy and in shape.

We also have a team of financial advisors to guide you if you need more help.

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