You must follow the correct investing plan from the beginning and examine it on a regular basis to create and protect your wealth and meet your recurrent financial demands.

Retirement – or rather reaching financial independence - is the biggest and most daunting goal most investors need to plan for.

Considering you could spend more than a third of your life in retirement, you need expert guidance both in the planning and retirement phase. You not only need to ensure you accumulate and grow retirement capital tax-efficiently and within your personal risk appetite, but once you reach retirement, you need to ensure your income and ongoing investments are structured to meet your needs and achieve post-retirement goals.

Our financial advisers are skilled in helping you plan for retirement and guiding you thereafter to ensure your changing needs, goals and circumstances during retirement are planned for and then catered for in the most suitable financial products.

We can assist you in appropriately identifying and evaluating your risks, weighing your choices, and putting together a cost-effective short-term insurance plan.

Our customized solutions take into account your specific demands and circumstances to strike a balance between cost-effectiveness and best-in-class coverage. Insurance products are complicated, with several key technical differences in coverage supplied by various carriers. We can help you prevent unpleasant surprises at the claims stage by assisting you in better understanding and managing your risks and mapping them to the most appropriate protection.

We have partnerships with approved corporate trustees in Mauritius and other countries to provide corporate trustee services. The Financial Services Commission of Mauritius regulates and licenses Mauritian agreements.

This has a variety of advantages:

• Spreads political risk: The assets in your trust will be held and managed outside of South Africa.
• Your trust is a distinct entity, making it simpler for your beneficiaries to acquire the assets after your death through perpetual succession.
• Provides a currency hedge: Investments in a hard currency (British pounds, euros, or US dollars) protect your assets if the rand declines.

Our financial advisors give you excellent financial advice you can trust to guide you through your personal journey and help you make educated financial decisions so you can reach your aspirations and objectives. Eighty One Wealth's licensed financial advisors can assist you in reaching your goals, whether it's climbing the corporate ladder or planning for retirement.

• Assist you in making educated financial decisions in order to attain your objectives.
• Assist you with all of your financial planning requirements with experienced assistance.
• Assist you with a financial strategy that is suited to your individual requirements.

We can assist you in identifying, evaluating, and prioritizing risks, then deploying resources in a coordinated and cost-effective manner to reduce the likelihood and impact of unfortunate occurrences or to optimize the fulfillment of opportunities.