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Our services

At Retire in South Africa, we provide comprehensive in-house services, streamlining the process and eliminating the challenges associated with engaging multiple companies with overlapping objectives. We recognize that each individual’s unique circumstances necessitate a tailored journey.

Visa Application

Retire in South Africa powered by Xpatweb facilitate the entire application process on your behalf, this includes the submission of your Retired Person’s Visa application and Permanent Residency application in terms of Section 27(e). By overseeing this process, we ensure that your applications are in line with the legislative requirements set out by the Department of Home Affairs.

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Tax Considerations

A well-balanced team of admitted attorneys, chartered accountants and compliance experts ensures complete client privilege in all tax dealings. Throughout the process, you must consider the tax implications of your move to South Africa. Our experienced team assist with ensuring tax compliance for both the South African Revenue Service (SARS) and the revenue authority of the country you are departing.

Forex

Treasury Outsource Solution, in collaboration with Investec Bank, brings significant corporate-level advantages to pre-qualified clients. Distinguishing features include wholesale exchange rates and rapid turnaround times. This, combined with our deep knowledge of the South African Reserve Bank, the South African Revenue Service, and our direct connection to an exchange control specialist team, ensures an unmatched, personalized, and efficient process. Immediate access to your Treasury consultant eliminates the need to contact a call center and endure hold times, whether you need to transfer currency into or out of South Africa.

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Annuity Options

Highly skilled and experienced financial experts, we provide you with an array of excellent annuity options to meet your financial goals and secure your future. Our expert advisors will work closely with you to understand your unique needs, risk tolerance, and financial objectives, ensuring that you receive personalized recommendations that align perfectly with your vision for the future. The minimum annuity purchase requirement is set at R2 million. This amount allows for a fixed monthly income that meets the Retired Person’s Visa requirements.

Property Assistance

Whether you are looking for a luxurious and expansive residence nestled in the picturesque coastal neighbourhood of Camps Bay, or the modern sophistication of Sandton, SA offers some of the most sought-after real estate in Africa. Our package offering includes access to top realtors who will assist you in finding the perfect home in one of South Africa’s prime locations.

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Executive Local Banking

We offer access to executive service with the leading local Banks, offering a premium banking experience tailored to meet your unique financial needs. Additionally, these collaborations ensure seamless international banking, making it easier for clients to navigate the complexities of international finance.

Free Online Assessment

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