Retirement Planning and Wills

Retirement Planning:

A holistic approach to retirement planning will be applied by MWS, analyzing future pension requirements. Our products include company owned provident and pension funds. Individual retirement annuities, endowment policies. These investments are administrated by FSB approved life and investment companies.

Current retirement statistics in South Africa:

31% will be forced to continue working
47% will be dependent on family
16% will be dependant on State pension of R850 pm
Only 6% will be retire financially dependent

Wills:

MWS along with a leading (Pty Ltd) Trust Company are able to offer our clients sound advice with the drafting of their final Will and Testament.

Safeguarding wealth for future generations. (Use of a testamentary trust)

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