3 Essential Assets When Planning For Retirement

Most people think of retirement planning as purely financial—your pension fund, investment accounts, and living annuity. But after working with hundreds of South African retirees, I’ve discovered that true retirement success depends on more than just money.

In this video, I’ll show you the three types of assets every retiree needs to manage:
✅ Financial assets — how to structure income, reduce tax, and protect your portfolio from market risk and the weak rand.
✅ Intellectual assets — the wisdom, knowledge, and professional advice that help you make better decisions.
✅ Human assets — your health, relationships, and values that ultimately protect both your wealth and your lifestyle.

When you combine these three, you don’t just retire with enough money—you retire with confidence, purpose, and peace of mind.

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Disclaimer: This video is for educational purposes only and does not constitute personal financial advice. Please consult a licensed financial planner or tax practitioner before making any decisions.