No matter what stage of life you’re in, it’s important to give some thought as to how you want to retire and what it’s going to take to get there. Having a clear plan in place, and making sure your investments align with that plan, is key.
An EasyEquities Retirement Annuity (RA) is easy to use, flexible, and tailored to your needs. And for a limited time if you transfer your RA from another provider, you could get an extra boost to your portfolio. If you transfer an RA to us between 1 October 2024 and 31 December 2024, and you'll get 1% of its value back into your EasyEquities account.
Here’s why an RA with EasyEquities is a smart move for your financial future:
With an EasyEquities RA, you’re in the driver’s seat. We give you the freedom to choose what to invest in, how much to invest, and how often to contribute. Unlike many traditional RAs, we don’t enforce minimums or compulsory regular contributions. You get to invest at your own pace and in line with your personal financial goals. This kind of flexibility is a big deal when it comes to building a retirement plan that works for you.
Many retirement products limit your options when it comes to what you can invest in - some might not even give you a choice. At EasyEquities, we offer a wide range of investment options to help you build a diversified retirement portfolio. Whether you're interested in unit trusts from South Africa’s top providers, our expertly managed investment bundles from EasyAssetManagement, the power to customize your RA to suit your unique needs is completely in your hands.
One of the greatest benefits of having your RA with EasyEquities is the convenience of managing everything under one roof. By consolidating your RA and other investments in a single platform, you can easily track your progress and diversify your portfolio with ease. Whether you’re investing in equities, property, or crypto, you’ll have a comprehensive view of all your investments and the ability to tweak your strategy as you go. It’s all about making your financial future as streamlined and efficient as possible.
To sweeten the deal, if you transfer an RA you have with another provider to EasyEquities before 31 December 2024, we’ll give you 1% of its value back. It’s a win-win: you benefit from our flexible investment platform and gain a little extra in your account to help grow your portfolio. This is a great opportunity to make the most of your retirement savings, especially if you're looking for a more modern, user-friendly way to manage your investments.
Take control of your retirement with an EasyEquities RA. Enjoy the flexibility, options, and simplicity of managing all your investments in one place - and get rewarded for making the switch. It’s never too late to start planning for the future, and we’re here to help you every step of the way.