Alexforbes acquires OUTvest
Alexforbes has acquired 100% of the shares in OUTvest, and we are proud to be a part of this leading South African financial services group.
Include an OUTvest Retirement Annuity in your retirement planning
When you're preparing for retirement, it's important to consider whether your pension or provident fund will give you a large enough pay-out for you to retire comfortably.
You might find that when you really look into the nitty-gritty of retirement financial planning, you simply don't have enough money tucked away.
An OUTvest Retirement Annuity is a great way to boost your retirement savings. By supplementing your pension or provident fund, you can ensure that you'll be able to maintain the same standard of living in your retirement years.
Have more control when preparing for retirement
If you have a pension or provident fund, it's because your company set it up on your behalf.
This limits the amount of control you have over your retirement planning. You might not get to decide how you invest your money, and you might not necessarily be exposed to other retirement options.
But with an OUTvest Retirement Annuity, you can take retirement planning into your own hands. Because our RA is a private retirement plan, you can choose how you'd like to invest, and how much you'd like to invest.
And, thanks to our innovative digital platform, you can even stop and restart your contributions at any time.
Benefits of retiring with OUTvest
Keep your retirement planning on track
Retirement financial planning doesn't have to be complicated. Our advanced, fund-monitoring…
Retirement financial planning doesn't have to be complicated. Our advanced, fund-monitoring technology allows you to track your investment's outcomes in real time.
Our system will even give you advice about how to keep your investment on track to meet your goals.
Enjoy great tax benefits
The South African Revenue Service has created tax incentives for those who add…
The South African Revenue Service has created tax incentives for those who add Retirement Annuities to their retirement planning.
They've ensured that the money you put into your retirement annuity is tax-deductible (up to a limit of R350 000 in a tax year).
This is a way for SARS to reward South Africans for preparing for retirement, so that they don't depend on the state when they get older.
Benefit from our revolutionarily low fees
When you're preparing for retirement, the fees you pay on your investments can significantly…
When you're preparing for retirement, the fees you pay on your investments can significantly impact how much your investments grow. That’s why we’ve created the market-leading ONEfee model.
As the name suggests, we only charge one, fixed fee on your investment. This could lead to you saving up to 90% in fees, which could boost your retirement savings by as much as 60%. Find out how it works here.
Get retirement advice from our Robo-Advisor
If you'd like to see how investing in an OUTvest Retirement Annuity could improve your retirement planning, our app is a great place to start.
After you've downloaded the app, our Robo-Advisor will ask you a few quick, easy questions. From there, the system will offer you excellent retirement advice. This will make retirement financial planning a breeze.
Try it now with no obligation to invest.
Play store App storeChat to a retirement advisor
While our Robo-Advisor is there to offer you retirement advice, we know that sometimes you just want to chat with a human advisor.
Rest assured that a skilled retirement financial advisor is always just a phone call away. Our team is available to help if you have any questions about retirement planning, preparing for retirement, or your retirement options.
Get in touchGet retirement advice from our Robo-Advisor
If you'd like to see how investing in an OUTvest Retirement Annuity could improve your retirement planning, our app is a great place to start.
After you've downloaded the app, our Robo-Advisor will ask you a few quick, easy questions. From there, the system will offer you excellent retirement advice. This will make retirement financial planning a breeze.
Try it now with no obligation to invest.
Play store App storeChat to a retirement advisor
While our Robo-Advisor is there to offer you retirement advice, we know that sometimes you just want to chat with a human advisor.
Rest assured that a skilled retirement financial advisor is always just a phone call away. Our team is available to help if you have any questions about retirement planning, preparing for retirement, or your retirement options.
Get in touch