This pension perseveration case is one of our best yet! This customer resigned from her job to embark on an entrepreneurship journey and as we know, sometimes it can take a while to see financial returns.

In January 2022 she decided to preserve her pension and invested the money using our services.

Initial investment – R1.9 million and we gave her 40% offshore exposure.

In 2023, she exercised an allowed once off withdrawal that you can utilise before age 55 and withdrew R550 000.

During our investment reviews in November 2024, we noticed that the balance was at R1.8 million.

Total growth – R525 000

She could not have been more happy!

Contact us if you would like to preserve your pension.

Watch now.