Events

The Next Adventure is a presentation in the Financially Fit Series for clients 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.

The event will be broadcast as a webinar.

Climb the Ladder is a presentation in the Financially Fit Series for clients between the ages of 19 and 34 years of age.

Working hard at building your career while juggling the demands of setting up a home is no easy task. It’s not just a matter of finding the time to do it all, it’s about being able to balance providing for today as well as securing your future.

Now is the time to take control of your finances by developing good habits and starting to put the building blocks in place that will afford you the lifestyle you want.

In a one hour session we will look at how to manage mounting debts like bonds, cars and the spiralling cost of education. We unpack investing to match your current and future needs as well as risk benefits to ensure that your family will be looked after now and into the future.

The Next Adventure is a presentation in the Financially Fit Series for clients 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.

The event will be broadcast as a webinar.

Family Ties is a presentation in the Financially Fit Series that is offered to Pension and Provident Fund members who are between the ages of 30 and 50 years of age.

As your family grows and your asset base grows it’s time to protect the wealth you have created and secure your family finances, should the unthinkable happen.

We will look at how to budget for your children’s education; how to protect your greatest asset (the ability to generate an income); your retirement goals and ensuring you have appropriate medical aid cover well into your retirement. We will also investigate at how best to preserve your retirement savings when changing jobs and the consequences resulting from not preserving.