EasyEquities Blog

Unlock Your Financial Future: Switch your RA for a 1% cashback

Written by Charles Savage | Oct 7, 2024 1:34:49 PM

With only a small percentage of South Africans currently able to retire comfortably, retirement planning is an often-overlooked but crucial topic. EasyEquities' CEO Charles Savage explains how they're making it easier for investors to boost their retirement savings with a 1% cashback* offer on all RA transfers.

Retirement planning is one of those things we know is essential, yet often put off for another day. But with every delay, the opportunity to maximize our future financial security slips further out of reach. Luckily, EasyEquities is making it easier - and more rewarding - to start building your ideal retirement fund today.

If you're currently saving for retirement through a Retirement Annuity (RA), or considering getting started, EasyEquities has just launched an exciting new offer that will help you grow your savings faster than ever.

What’s the Offer?

For a limited time, EasyEquities is offering 1% cashback* on all RA transfers. Whenever you transfer your RA to EasyEquities, you’ll earn 1% of the value of that transfer as cash to invest with. But here’s the kicker - you can invest that cashback* wherever you want on the EasyEquities platform!

Unlike traditional incentives that tie you down to a single product, this cashback* allows you to invest across any of EasyEquities’ accounts. Want to use it in your TFSA? Great. How about your standard ZAR, or USD account to diversify your investments further? The choice is entirely yours. This gives you maximum flexibility while boosting your financial portfolio.

For example, if you transfer R500,000 from your current RA provider to EasyEquities, you'll receive R5,000 to invest however you see fit – whether that’s into your favorite local or global stocks, ETFs, or even property.

Why Move Your RA to EasyEquities?

  1. Low Fees and Full Transparency

High fees are one of the silent killers of retirement growth. With EasyEquities, you’re assured of low, transparent fees, meaning more of your money stays invested and working for you. You always know what you’re paying for, with no hidden costs to erode your returns.

  1. Invest on Your Terms

EasyEquities gives you unparalleled freedom to invest the way that suits your needs. Whether you're conservative, moderate, or adventurous, you can craft a portfolio tailored to your risk appetite and financial goals. From local equities to global ETFs, you can truly diversify and personalize your retirement savings.

  1. Cashback* for More Growth - Anywhere

The 1% cashback* isn't just a nice bonus - it's a tool to grow your wealth faster. And the fact that you can invest it however you like on the EasyEquities platform gives you the flexibility to expand your portfolio in the way that makes the most sense for you. Whether it's taking advantage of tax-free growth with a TFSA, or going global, the choice is entirely yours.

  1. Seamless Transfers

Worried about the complexity of transferring your RA? Don’t be. EasyEquities has streamlined the process to make it quick and hassle-free. Our dedicated team handles the technicalities, allowing you to focus on what matters most - growing your wealth for retirement.

Now Is the Time to Act

When it comes to retirement planning, time is your greatest asset. The earlier you consolidate and grow your RA, the more financial security you’ll have in your golden years. And with EasyEquities’ 1% Switch for Cash* on RA transfers, there’s never been a better moment to act.

Who Should Consider EasyEquities?

Whether you’re a seasoned investor or just starting out, EasyEquities offers a user-friendly, flexible platform with low fees and transparent costs. And now, with this cashback promotion, it’s easier than ever to boost your RA and grow your wealth across the accounts that matter most to you.

It’s not just about preparing for retirement - it’s about making every cent work for you today. Take control of your financial future by transferring your RA to EasyEquities and enjoy the 1% cashback* that you can invest wherever you like. The future is in your hands.

Ready to get started? Transfer your RA today and watch your wealth grow with EasyEquities’ flexible, user-centric platform!

*Ts and Cs Apply