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Individuals are always looking for investments that help them achieve their financial goals (educational, Retirement, Medical, Recreational, etc...). At Carpe diem Consulting we believe in understanding individual circumstances and needs and together develop investment plans to achieve their objectives.
In order to create wealth, an investor needs to take a long term view to investing. The longer the funds remain invested, the greater the benefit of compounding is on the ultimate value of the investment. The longer a person delays, the more they will need to invest to achieve their financial goals.
We offer our clients a choice of investment funds and products, depending on their risk profile.
Most people do not provide sufficiently for their retirement.
Retirement Annuities (RA's) provide funds for living expenses at retirement age.
Retirement Annuities also provide tax concessions.
Retirement Annuities are safe guarded against creditors.
At retirement you are allowed one third of fund value as cash and the two thirds must be reinvested to provide a regular monthly income.
People are living longer, which mean they need to make more provisions for retirement.