Article series

Justifying the Five Phases of Retirement

Our article series aims to provide a holistic review of the five phases of the retirement journey and the financial considerations that accompany each one.

The series was published in Business Report from May to October 2023. Business Report is South Africa's largest daily financial publication, providing the best and latest business news across South Africa and the world.

The first article looks at pre-retirement planning considerations, the second is about navigating the transition phase of retirement, and the third explores the active or ‘go-go’ phase.  In the fourth article, we look at the passive phase of retirement, and the fifth article covers the late retirement phase, and the often opposing goals of having a lasting income and leaving a legacy.

You can also download a booklet to read the articles at your leisure.