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- International MultiFunds | Nedbank Private Wealth
- Core Income Funds | Nedbank Private Wealth
- Exclusive Funds | Nedbank Private Wealth
- Select Fund of Funds | Nedbank Private Wealth
- International MultiFunds | Nedbank Private Wealth
- Core Income Funds | Nedbank Private Wealth
- Global Portfolio (AMC) Fund | Nedbank Private Wealth
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Retirement planning
Invest in your future peace of mind with our retirement planning solutions.
Why invest with us
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Proven strategic asset allocation framework for each client strategy
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Successful tactical asset allocation
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Well-considered, long-term investments in quality companies at a reasonable price
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Market-leading investment returns in four different categories for over 10 years
Connect to the future you want
Our expert advice aims to help you plan for a retirement that meets your lifestyle needs. We will guide you and help you manage your wealth to ensure that your money keeps working, even when you stop.
Future proof your funds
Combine local and international investments to ensure the value of your wealth.
Think long-term
Combine short-and long-term investments to make the most out of potential growth.
Know your limits
Set clear goals with your wealth manager that will determine when you are able to retire.
Protect your assets
Take advantage of our insurance and wealth structuring services to prepare for every possibility.
Retire right webinar
Hear from Springbok legend Bryan Habana as he speaks about his retirement journey.
Redefining retirement
Learn how the focus is shifting from what to do when you stop working to what to do in the next phase of life.
Our retirement offering
Retirement annuities (RAs)
RAs are ideal if you want to save on tax and boost your long-term retirement savings. RAs are particularly beneficial if you are self-employed, are not already a member of a pension or provident fund, or if you are and you want to boost your retirement savings eg when you receive a bonus or incentive scheme.
Claim your contributions as tax deductions
Investments can grow untouched until you are ready to retire
Tax-free savings (TFIs)
TFIs enable you to save tax-efficiently through simple, low-cost, accessible investments.
Tax-free up to R36,000 per year and R500,000 over your lifetime
Access your money within 48 hours
Endowments
Endowments offer a tax-efficient and useful estate planning solution.
Estate planning benefits – nominate beneficiaries to immediately receive the proceeds or to take ownership of the endowment if you pass away.
Simplified tax administration when investing in South Africa or internationally via a South African registered insurer
Tax-efficient solutions to improve your returns
We’ll help you make the most of your tax-deductible retirement contributions through retirement annuities.
View a detailed comparison of RAs VS TFIsExpert advice to guide your retirement
Our experts will help you build a custom financial plan that combines our investment, retirement savings and estate planning solutions.
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