MEJW-investment planning
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MEJW retirement planning
We have a combined experience of over 30 years in the financial services industry underpinned by advanced tertiary qualifications. We strive to, at all times render financial services honestly, fairly, with due skill, care and diligence, and in the interests our clients and the integrity of the financial services industry.
latest news

7 April 2016
To RA or TFSA – which one is better?
Retirement annuities or tax-free savings account? RA_TFSA Read more ...

7 April 2016
At retirement – Retirement income product choices
Living annuities have ousted guaranteed life annuities as the default choice when it comes to converting pre-retirement savings to a retirement income product. Does it mean that... Read more ...

7 April 2016
Safe savings rate – When am I saving enough for retirement
SafeSavingsRate Read more ...

MEJW services
investment planning
Pre-Retirement Planning
Post-Retirement Planning
investment process
Risk Profile Analysis
Asset Allocation
Selecting investment funds and options
Monitoring and Re-balancing
additional services
Tax returns for individuals
Cash Management
Estate Planning and Wills
Risk benefits
need advice?
To contact us via email, please write to with details of your query and we will contact you as soon as possible.
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