“Helping you be and stay a confident investor”

It is possible. Allow me to show you how.

Want to boost your retirement savings
Changed or are changing jobs and want to re-invest your provident or pension fund monies
Received an inheritance
Sold a business
Recently divorced or are divorcing and want to invest your settlement monies
Have cash in a bank account which you want to invest.

OR

You are eager to invest per month because you:
Want to boost your retirement savings
For a special goal

Long-term investing focuses on Return of Investment.
But your life happens right now.
Therefore I challenge you to strive for and do more.
To get the best possible Return on Life™ with the money you have.
That should be the ultimate goal of your money – shouldn’t it?
We’ll discuss 10 facets of life on which your money has an impact.
Use the Return on Life™ worksheet to gauge your success.
Then you decide how you want to invest your time and money to get the most life with the money you have.

For existing clients:
We face a different retirement reality than previous generations.
Therefore we need to have a different conversation:
◦ The old one is mainly about money
◦ The new one focuses on your goals, time and money.
Your goals are crucial. Why? Because you have to retire to something, not from something.
The new approach combines health, wealth, work and leisure.
We’ll use specially designed worksheets. It helps you envision how your retirement will play out.
Aim for the best retirement:
◦ Enough purpose to wake up in the morning and
◦ Enough money to sleep at night.