Retirement Savings

Odyssey Capital’s ability to not only preserve and grow capital but also deliver excellent returns enables us to effectively manage retirement savings. Through the use of a registered life assurance office, Odyssey Capital manages personalised Retirement Annuities, Endowments, as well as Provident and Pension Funds – all of which are tailored to balance the client’s income requirements and capital growth aspirations, while ensuring compliance with all regulatory requirements.
Once the client has retired from these various retirement vehicles, Odyssey has the ability to manage the underlying portfolio of investments within a Living Annuity. This can be in the form of a managed share portfolio or fund solution. Portfolio managers will discuss and determine the client’s retirement goals pre-retirement and manage the retirement savings post-retirement to achieve the desired outcome in a tax efficient way and with regard to the changing needs of the client through their life cycle.

Please contact us on invest@odysseycapital.co.za to arrange a meeting with one of our investment managers.

More investment solutions

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Discretionary Portfolios

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Global Fund

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BCI Worldwide Flexible Fund