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

1 October 2019
When active investment management and costs collide…
Active investment management is appealing, at least in theory – financial experts that will be managing your hard-earned monies and who will make the tough decisions allocating it according... Read more ...

1 October 2019
Retirement and much-less-than-expected portfolio returns
The question probably asked the most by prospective and current retirees: Do I really have enough retirement capital? This article investigates different scenarios when investment portfolio returns... Read more ...

1 October 2019
Sequence-of-return risk for retirees
How does the order of investment returns, whether positive and negative, affect your retirement... 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
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