Retirement & Investments
Building Towards a Comfortable Retirement
Whether you're just starting your career or approaching retirement, having the right retirement and investment strategy in place makes all the difference. We help you plan, invest and adjust your strategy as your life and goals change.
What We Offer
Retirement Annuities
Tax-efficient retirement annuities designed to grow your savings for the long term, with flexible contribution options.
Preservation Funds
Guidance on preserving your retirement savings when changing jobs, avoiding unnecessary tax and protecting your future.
Living Annuities & Unit Trusts
Income solutions for retirement, plus unit trust and tax-free savings options for building wealth over time.
Why Retirement Planning Matters
The earlier you start planning for retirement, the more time your money has to grow. A clear strategy helps you understand how much you need to save, where to invest it, and how to draw an income that lasts throughout retirement.
What we consider
- Your target retirement age and lifestyle
- Existing retirement fund values and contributions
- Tax efficiency of your savings vehicles
- Investment risk tolerance and time horizon
- Income drawdown strategies in retirement
Why Invest with Discovery?
Discovery Invest is focused on your needs, offering a full range of retirement, endowment and global investment options with an exemplary track record for innovation and client service.
Preserver Plans
Keep your pension or provident fund savings invested when you change jobs, with boosts and flexibility available at retirement.
Living Annuities
Turn your retirement savings into a regular income, with the potential to increase your income through healthy engagement with Discovery.
Global Investing
Invest internationally with Discovery for diversification and access to global opportunities, with flexible access when you need it.
Start Planning for Your Future Today
Speak to one of our advisors about your retirement and investment strategy.
Office Hours: Monday – Friday, 8:00 AM – 5:00 PM