Our Services
Support stronger retirement outcomes by understanding contribution choices, investment options and the value of staying invested.
Service Overview
Discovery Retirement Funds are designed to encourage positive retirement savings behaviour by motivating employees to save more, save for longer and engage with their financial wellbeing. Employers can consider standard or customised structures while employees make choices about contributions and investment portfolios within the applicable fund rules.
Key Information
Consider retirement-fund structures designed for the needs of a business and its employees.
Understand the role of contribution levels and additional voluntary savings.
Review the investment choices available within the relevant fund structure.
Discuss the transition from accumulation to retirement-income planning.
How We Help
Your adviser starts with your circumstances and the reason you are exploring this service. From there, the conversation focuses on the information, product rules and practical considerations that are relevant to you.
Our Process
Clarify employer or individual retirement-planning needs.
Discuss contribution, benefit and investment considerations.
Complete the relevant employer or member onboarding process.
Keep retirement planning aligned with changing needs and circumstances.
Start with a conversation about your needs and the questions you want answered.
Cherokee Wealth is a juristic representative of Discovery Life Limited. Product rules, terms, conditions, eligibility criteria and applicable limits apply. Information on this page is general in nature and does not replace advice based on your personal circumstances. Retirement fund rules, qualifying investments and applicable benefit conditions apply.
