R e t i r e
Bluecare Financial Services
 
 
Annuities
  
They can only be created from your retirement annuity fund, pension fund or preservation fund.
 
Types of Annuities
 
1. Standard Living Annuity:
 
Your income is set on a yearly basis according to the fund value and income level chosen.
 
2. Life Annuity:
 
You receive an income for life at a set percentage and a set yearly increase
 
3. Fixed or guaranteed annuities:
 
Your income is set for a period and there after it can change according to the fund value.
 

 
The investment funds we use:
 
We use the best funds for growth in the market and we diversify your funds between them for optimum growth:
 
 All Liberty Funds
 All Momentum Funds
 All Discovery Funds
 All Sanlam Funds
 Allan Gray Equity
 Allan Gray Balance
 Coronation Balanced Plus
 Coronation Equity
 Coronation top 20
 Old Mutual Rainmaker
 Stanlib
 Foord
 
I am Retire-ing !!
 
What to do?

1. Request a quote

Thank you for your Annuity Quote Request
 


 

Retire and let us investment your pension for u in a living or life annuity and u will pay only 0.1% initial broker fee.


 
2. Goals

The primary goals  is to maintain your standard of living.
 
With over 90% of people not able to retire with the same income as there last salary, sufficient fund management and growth is required to maintain an income that will provide the minimum required income per month to survive on. Capital growth is important to keep up with inflation.
Unfortunately a lower income is the result of poor or neglected savings strategies.
 
What do I do about it.
 
With Bluecare Financial Advisors we take your savings into our capable hands, not only to give u an income but to see to it that your capital investment grows sufficiently, so that your income can grow, until death.
 
With regular fund management reviews and guarantees,  your nest egg can be save with us.
 
Our fee structure that is lower than the standard 3%-4% in the market will help u allocating more funds towards your investments and ultimataly give u a higher income.
 
How much tax am I going to pay when I retire. More about my Taxable amount when I retire
 
 
How do I start my retirement
 
We make it easy for u to make a decision on which investment option to choose.
 
We provide u with up to 5 quotes to see which one is the best. They include quote from: Liberty Life - Momentum - Sanlam - Discovery - Stanlib
 
After u have made the choice we will take u though the steps to convert your pension, provident or Ra to a living annuity and then we start managing your funds for optimum growth.
 
Request a FREE Quote from us and we will take you though the process of getting the best of both worlds:
Low fees, and a good structured devisified annuity.
 
 
 

 
Thank you for your Annuity Quote Request
 

 
 


 
 
 

 
 
PRODUCTS
  







ABOUT US

We are a registered financial
service provider fsb nr: 25405

Long Term Insurance

Short term Insurance

Medical Aids


Contact us

Tel: 082 494 5624

Tel: 012 547 3769

email: info@bluecare.co.za

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