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Financial Education

Enjoy comprehensive financial advice and simple solutions
to help you create, grow and protect your wealth and assets.

Financial Education

Savings and Investments

Retirement Fund

About Retirement Funds
Investing your Contributions
About Fund Credit
About Claiming
Leaving the Fund
Retire from the Fund
Disability Cover
Leaving your Retirement Fund
Options on Leaving you Employer (AF Umbrella Funds)

Planning My Retirement

Planning your Retirement
How much you need to save for Retirement
Risks That Affect your Retirement Savings
How to save for Retirement
Retirement Product Comparisons Tool

About to Retire

5 steps to Determine your Retirement Income Needs
Replacing your Income when you Retire
Living Arrangements at Retirement
Medical Cover Considerations

Day to Day Money Management

Improve your Finances
The Basics of Understanding your Debt
How to Prepare for Financial Setbacks

Savings

Short-term Savings vs Long-term Investing
Short term Savings and your Emergency Fund
Ensuring your Investments Outperform Inflation
Basics of Asset Allocation
Glossary of Investment Terms

Getting Help

Choosing a Financial Adviser
Financial Planning Consultants

Life and Disability Cover

Life Cover

Basics of Death Cover

Disability and Dread Disease Cover

Basics of Disability and Dread Disease Cover
Disability Before Retirement

Funeral Cover

Basics of Funeral Cover

Beneficiaries and Dependants

Distributing your Death Benefit
Beneficiaries
Taxes
Wills
Trusts

Getting Help

Choosing a Financial Adviser
Financial Planning Consultants

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