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Increasing existing RA or Apply for new RA? There quite a few factors that you should consider before you will be able to know whether a new RA will be a better proposition than amending an existing RA. How your current portfolio is structured, if your product provider allows changes, whether your RA’s an old - or new generation product that will influences the cost structure, fees incurred in amending your existing product and whether there are fees that will be duplicated, is some of the important questions that you should ask. Last mentioned considerations should be analyzed by an experienced independent financial planner.   If you are considering amending, changing or increasing your current contribution, and would prefer that an experienced independent financial planner assist you, to find the correct solution for your unique circumstances, complete the form and I will assist you to find the solution best suited for your circumstances!

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©Plandirect. All rights reserved . An initiative by Wikus Pretorius, an     Authorised Financial Advisor for SFP Advisory Services (PTY) Ltd.                                                                               -
Increasing existing RA or Apply for new RA? There quite a few factors that you should consider before you will be able to know whether a new RA will be a better proposition than amending an existing RA. How your current portfolio is structured, if your product provider allows changes, whether your RA’s an old - or new generation product that will influences the cost structure, fees incurred in amending your existing product and whether there are fees that will be duplicated, is some of the important questions that you should ask. Last mentioned considerations should be analyzed by an experienced independent financial planner.   If you are considering amending, changing or increasing your current contribution, and would prefer that an experienced independent financial planner assist you, to find the correct solution for your unique circumstances, complete the form and I will assist you to find the solution best suited for your circumstances!

Ask the experienced independent

financial advisor:

Big Brand Retirement Annuity Product Providers:

RADirect

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