Co-authored by award winning editor, Bruce Cameron
Co-authored by award winning financial planner: Wouter Fourie CFP®
Foreword by: Pravin Gordhan, Minister of Public Enterprises
Updated to include 2018/2019 tax legislation
Written in clear and straightforward language
This is the Ultimate guide to achieve successful retirement
Taxation, investments, healthcare & estate planning issues included
Identifies warning signs to avoid financial troubles
The book
Most people are rich for a few seconds in their lives, the day they retire and receive the money they have saved for retirement. This moment is more critical than many realise – they move from saving for retirement to drawing an income from their savings that will hopefully be sustainable until they and their partner die.
Most people concentrate on the first part and think the day they retire they do not need to apply themselves to ensuring that sustainable income. The result, all-too-often, is destitution because wrong decisions are made.
Why this book
It’s the ultimate guide for successful retirement written in simple and understandable language.
It raises the warning signals to look for 10 years before retirement.
It provides a comprehensive guide to the correct choices for generating a sustainable income in retirement.
It details how to get the best tax structures and cost savings to improve your income.
It reveals the red lights that have been ignored by many pensioners leaving them destitute.
The authors
The ultimate guide to retirement in South Africa is co-written by well-known semi-retired journalist, Bruce Cameron, and respected financial planner, Wouter Fourie.
It provides a comprehensive and solid understanding of all vital issues that impact on retirement ranging from taxation through to investments, healthcare, women in retirement estate planning and where to live in retirement.
About the authors
Meet Bruce
Bruce Cameron is the now semi-retired, multiple award-winning, founding editor of the Independent Newspapers Saturday supplement Personal Finance and the quarterly Personal Finance magazine.
His previous publications include the best sellers "Retire Right", Financial Freedom for Women and Getting Started: Money Matters for Under-25s.
He is the winner of almost 50 journalism awards for his work on exposing unacceptable practices in the financial services industry.
The awards include the Citadel Words on Money Journalism Award, the Mondi Shanduka Journalist of the Year, the Sanlam Financial Journalist of the Year, and the Vodacom Journalist of the Year (joint winner).
Meet Wouter
Wouter Fourie is an Advanced Post Graduate Qualified Financial Planner (Investments and Estate planning) with more than 21 years’ experience in the field of comprehensive financial planning and Wealth Management. He is also a qualified Professional Accountant (SA) with postgraduate qualifications in advanced taxation.
Wouter Fourie, CFP®, won the 2015/2016 Financial Planner of the Year award, which honours the most proficient professional financial planner in the profession. He is the CEO of Ascor Independent Wealth Managers, who won best Advisor Practice for South Africa in 2016. He also serves as a Non-Executive Director of the Financial Planning Institute of South Africa (FPI) and Director and Chairman of the FPI Centre for Professional Development (Pty) Ltd
Benefits of owning this book
Benefits of a registered user
1. Access to a range of on-line retirement calculators as well as downloadable Excel calculators provided by Alexander Forbes.
2. Monthly retirement related articles written by the authors and retirement experts.
3. Regular updates to information contained in this book such as tax amendments, regulatory changes or product developments.
Registered user services
Calculators
Access to a range of on-line retirement calculators provided by Alexander Forbes.
Articles
Monthly articles written by the authors and retirement experts.
Updates
Regular updates to information contained in this book such as tax amendments, regulatory changes or product developments.
Advice
