1. Insurance | Financial Planning | Retirement | Investments | Wealth
Act now to maximise your tax benefit
Dear <<insert client name>>
With the end of the tax year looming, it’s a good time to consider boosting your retirement savings to make the most of the tax benefit. By investing a further amount into your retirement plan before 28 February 2018, you’ll take advantage of the tax benefit and achieve your savings goals even faster.
So don’t miss the opportunity to boost your retirement savings before the tax year ends. A minimum contribution of R5000 is applicable. Don’t wait until the last minute, top up today.
If you are interested to boost your retirement savings or would like to discuss how you can maximise the tax benefits on your Sanlam Cumulus Echo Retirement Plan, please contact me, your Sanlam financial adviser, at <adviser to insert contact details>.
Insurance | Financial Planning | Retirement | Investments | Wealth
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