Q&A: Finding Peace of Mind with TBI's Investment Strategy for HNWI Post-Retirement Funds

Join us for a Q&A with TBI's Danielle as we discuss investment strategies for individuals with significant pension savings. Learn how the Sanlam Diversified Income Fund of Funds (SDIFOF) can be an essential part of your financial plan.

Q: Danielle, what challenges do individuals with significant pensions typically face?

Danielle: Individuals in this category often worry about capital preservation and liquidity. They seek investments that not only maintain their wealth but provide accessible cash when needed, without compromising on risk or efficiency.

Q: How does SDIFOF cater to these specific needs?

Danielle: SDIFOF has a total return investment strategy, focusing on dividends and capital growth. With 48-hour liquidity, high diversification, and low correlation to other income funds, it’s an excellent fit for those looking to balance growth and security in their portfolio.

Q: Can SDIFOF be considered for post-retirement funds?

Danielle: Yes, SDIFOF can be an investment vehicle for the cash portion of post-retirement funds that aren't tied up in annuities or any other additional discretionary savings. It offers low risk, capital preservation, monthly income distributions, and diversification, all tailored for peace of mind during retirement.

Q: What other benefits does SDIFOF offer to those with significant pensions?

Danielle: Apart from its liquidity and tax efficiency, SDIFOF's unique blend of investments ensures capital preservation while offering the potential for growth. It's a strategy for those who want to maintain their lifestyle without financial stress. Typical scenarios might be if you want to take annual overseas trips or have cash on hand for emergencies or unforeseen medical expenses.

Thanks, Danielle!

TBI's insights into the needs of individuals at retirement highlight the essential role SDIFOF can play in their financial strategy. Find assurance and stability with SDIFOF, and move forward with confidence.