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Ready to take control of your financial future? Our expert advisers are here to guide you.

Share a few details, and we’ll connect you with a financial specialist who can help you reach your retirement goals. Regardless of your age, investing early and investing more towards your retirement is essential for financial security in your golden years. Let’s get started.

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The importance of financial planning

Studies show that people who get quality financial advice generally invest more throughout their lifetimes. They also have better financial outcomes than those who don’t consult an adviser. Local research also shows that financial advisers in South Africa are especially underused. Could you be missing out?

We offer extra benefits over and above investment performance.

Our retirement plans are designed to help you create financial independence in retirement by rewarding you with boosts and fee discounts for your healthy financial behaviours.

Our retirement savings plans:

Retirement Annuities

Our Retirement Annuities are designed to meet your personal needs. Whether you invest a lump-sum or pay in monthly contributions, we have a plan that's right for you.

Preserver and Provident Plans

Preserve your pension or provident fund savings from your previous employer until you retire.

Discovery Retirement Optimiser

A retirement savings investment that provides you with a lump-sum enhancement to your retirement savings at your selected retirement date.

Our retirement income plans:

Living Annuity

Get rewarded for withdrawing wisely and for living healthily in retirement with up to 50% extra retirement income, for life.

Secured Capital Annuity

Get guaranteed income in retirement, and have the ability to leave a capital legacy to your loved ones through life cover.

Fixed Annuity

Get peace of mind knowing what your income will be in retirement and that you'll receive an income for the rest of your life.

Discovery financial advisers are driven to help you succeed.

Explore our resources below to understand the ethos behind financial planning with Discovery. You can learn more about the holistic approach, high-tech platforms and compelling behavioural insights that give Discovery financial advisers the edge – and why that’s great news for your finances!

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Ready to make your future vision a reality?

Don’t put off a decision that could transform your finances for life. To find a financial adviser who cares about your future, click here to request a call back. A Discovery-accredited adviser will contact you in just a few minutes!