Retirement

It's never too early to plan for your retirement.

By making sound financial commitments and giving these investments time to grow you can rest easy when retirement beckons. Wherever you live and work, saving for a comfortable and prosperous retirement should be top of your key financial planning list.

 

A flexible retirement savings plan can help you accumulate long-term capital and provide a worthwhile return while you save. There is a wide range of simple, inexpensive and flexible schemes available and as an independent brokerage we can shop around on your behalf to find the most cost-effective and appropriate solution to suit your personal circumstances, objectives, budget and risk profile.

Products

  • Schemes available from as little as $2000mxn per month.

  • Rising bonuses and discounts for higher regular investments

  • Wide range of fund managers, free switching between funds

  • A very cost effective way to access a wide range of investment funds

  • Tax-free growth and secure investor protection legislation

 

Flexibility

  • Premiums can be increased, decreased, paused or stopped*

  • Premiums can be paid in different currencies

  • Flexible Premiums payment terms.

  • Proceeds do not have to be taken as an annuity

  • No restriction on chosen retirement age

 

*Subject to the selected institutions individual terms & conditions.

Example:

Juan is 35 years old and would like to retire when he is 60. He is aware that his state retirement scheme is not designed to provide him with 100% of his final salary.

He meets with one of our qualified advisors and together they calculate the shortfall and the amount that he will need save in order to achieve his long term objective.

Juan chooses a flexible investment option and begins to save 8% of his salary each month towards his retirement.

He chooses to save in U.S dollars and selects the funds in to which his money will be invested.

He meets with his advisor on a regular basis to review the performance of his investment and to ensure that his targets are being met.

 

 

For more information on managing your personal finances, contact International Advisor for a free consultation today.

International Advisor is licensed in various jurisdictions around the world, however, the products and services offered by the respective International Advisor entities may vary per jurisdiction. International Advisor does not warrant, either expressly or implied, the accuracy, timeliness, or appropriateness of the information contained on this website.

'The information contained in this Site is for general guidance on matters of interest only. The application and impact of laws can vary widely based on the specific facts involved and your country of residence. Before making any decision or taking any action, you should consult a International Advisor consultant. 
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