Retirement Planning
Get a tailored plan to secure your retirement with confidence
Our experienced financial advisors will help you with a personalised retirement plan that ensures your savings grow while rewarding you for healthy living.
Why Work with a Financial Advisor on your Retirement Plan?
Our advisors simplify the planning process, helping you navigate complex options and avoid common pitfalls, while offering ongoing support to adjust your strategy as your needs evolve.
Secure your retirement with a plan designed to grow your wealth and support your lifestyle for years to come. Here's what you'll get:
- A personalised plan to align your retirement goal
- Full access to Discovery's rewards, boosts, and Vitality integrations
- Simple explanations of complex topics
- Ongoing guidance with your evolving plan and needs
- Seamless integration with your overall financial strategy
Benefits of The Discovery Retirement Fund
With Discovery’s unique retirement solutions, including contribution boosts and flexible withdrawal options, it makes it simpler and more rewarding to secure your future.
Boosted contributions
Earn up to 15% additional contributions on your retirement savings for healthy living and consistent saving.
Flexible living annuity
Manage your withdrawals responsibly while enjoying an immediate income boost of up to 50%.
Personalisation
Choose from diverse investment portfolios and contribution levels to fit your individual circumstances.
Employer options
Tailored solutions for businesses with standard or customised packages.
Incentives for consolidation
Up to 15% boosts for transferring savings into Discovery’s Retirement Fund.
Health and Financial Rewards
Integration with the Vitality programme to encourage healthy and financially responsible behaviours.
Our Reviews
Meet some of our happy clients
Jessica Smith
They made everything simple and stress-free. They took the time to understand my needs and provided solutions tailored to my situation.
I feel confident and supported in managing my finances.
Lesley-Anne Rose
Anton Moolman and his fabulous team of ladies literally sorted me out in the matter of a day.
Incredible service. I can 100% highly recommend going with Discovery for all you financial and health related needs.
Bertus Albertse
They were a game-changer for me. They secured competitive coverage and went out of their way to handle the paperwork and headaches.
Their support has been personal, efficient, and truly above and beyond.
Frequently Asked Questions When Investing in Discovery Retirement Funds with A Financial Advisor
Discovery Retirement Funds encourage long-term saving habits by offering unique incentives, such as up to 15% boosts on contributions and transfers. These funds also reward healthy living and responsible withdrawals, helping you maximise your retirement savings.
Discovery integrates its Vitality programme into its retirement funds. By staying active, managing your health, and achieving Active Rewards goals, you can earn boosts of up to 15% on contributions. Additionally, you could receive up to 50% extra income in retirement for responsible withdrawal levels.
Yes! Discovery offers flexible solutions tailored to your needs. Employees can select their contribution levels and investment portfolios, while employers can choose between standard or customised packages. This flexibility ensures a plan that fits your unique circumstances.
Discovery rewards you for consolidating your retirement savings by providing up to 15% boosts when you transfer funds into the Discovery Retirement Fund. This encourages long-term investment and growth of your savings.
SolvedDotSimple advisors help you navigate Discovery’s offerings, tailoring a plan to suit your lifestyle, financial goals, and retirement needs. They ensure you maximise your contributions, rewards, and long-term savings.
Don't let retirement planning intimidate you.
Get a personalised retirement plan that is backed by Discovery's rewards. Retirement planning should be simple and rewarding.