Services

Retirement Planning

Throughout our life, it is important that we plan and prepare for our future, especially from a financial aspect. You might find yourself in a position where you want to begin planning for your future or you might be at that time in your life where retirement is upon you. Regardless of your needs, at CI Associates, we have a team of experts who have the ability to provide you with the advice and guidance you require to make the right decisions regarding your pension plans and your specific needs.

Our aim is to make pension planning simple. So, our aim is to provide you with a service that explores your options in order to determine how you can put the best financial plan in place, enabling you to prepare for retirement.

Of course, pension planning can consist of a number of factors such as what your plans might be as well as your health and what you would like to leave your family as part of your financial legacy. We adopt a detailed and tailored approach that works by analysing your specific needs before seeking out the right level of planning that fits your specific circumstances. Whether you have a large pot of money as part of an existing pension or you want to change your pension in order to fund your retirement appropriately, we are on hand to provide you with professional, trustworthy advice and support when you need it.

At CI Associates, we have extensive experience in providing our clients with the assistance they need when it comes to their pension arrangements. From consolidating an existing pension to drawing on a pension from a pension located overseas, we can create a managed retirement strategy that puts you in control. We understand that pensions can become complex and so, we have specialists on hand that have the ability to deal with niche pension and intricate financial transactions that form part of your pension planning strategy.

Our service does not stop at individual pension planning because we also assist businesses with retirement and pension planning for employees. Our expertise and experience enable us to provide an efficient and effective pension planning service.

Book a Meeting
Retirement Planning

- CONTACT US -

"You can send us an email or communicate directly with any of our offices”

Contact Form





  • Argentina
    Ing. Butty 240, Piso 5,
    Buenos Aires,
    1001, Argentina
    Tel: (54) 11 4850 1387
    Fax (54) 11 4850 1201
  • Brasil
    Ed. New Century
    Rua Leopoldo Couto de Magalhães Jr., 758
    11th Floor, Itaim Bibi
    São Paulo
    04542-000
    Tel: +55 (11) 2505-9269
  • Chile
    Caledonian House
    Golda Meir 79,
    Las Condes, Santiago de Chile
    Tel: (+56 2) 2 2481 7220
  • Colombia
    Carrera 18 No. 86A – 14
    Bogotá, Colombia
    Of: (+57 1) 638 6023
    Tel: (+57 1) 616 3030
  • Peru
    Calle Martir Olaya 129
    Centro Empresarial José Pardo
    Miraflores
    Tel: (+51) 920 169 656
    Piso 6, Torre 6, Centro Empresarial Real
  • Ecuador
    Edificio Vitra, Oficina 404, Piso 4,
    Av. República de El Salvador 35-60 y Portugal Quito, Ecuador
    Tel: (+593) 02 332 5870