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Invest on your own with the use of our appropriate calculators, research and other tools. By making use of our sophisticated tools and existing portfolios you can start investing without the additional expense of broker commission. This allows anyone to assess his/her own retirement plan without any additional costs. After using our tools online you will know exactly how much you need to save to be able to retire or you would know how much you can expect to receive as a pension once you retire. Really this is for young or old to assess their retirement plan. And the use of the software is free. Why not start today. No one will advise you. However, our calculators are some of the most sophisticated in the industry and if you follow the steps you will have a clear understanding when you can expect to retire. You will get a clear picture of your current state of affairs, where you need to be in 5 – 10 years time, and the how to get there. After you have completed your analysis on the retirement calculator you will be sent a complete, personalised Investment Strategy Document (ISD) This document sets out your current asset allocation, what the likely outcomes of your portfolio are in the future, and what the probabilities are to be able to retire at various dates in the future. View example here (486.39 kB)
Once you have assessed your plan of action via our retirement calculator you can then invest your assets into one or more of Seed’s portfolios. These portfolios will assist you to align your assets to your long term investment strategy. Seed uses www.equinox.co.za/seed/ as a FSB approved administrator and custodian for these portfolios
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