Retired Or Nearly There?
Find the Best Retirement Income Option for Your Situation
👇 Select where you are in your retirement journey to get a personalised income quote.
One Strategy. Three Smart Ways to Earn More from Your Retirement Money.
Whether you’re using retirement savings or private funds, we offer income plans tailored to your stage of life — and your type of money.
🔵 For private money (like savings or matured policies):
• 12.8% Plan – Stable monthly income + 5-year bonus
• 14.2% Plan – Higher upfront income if you need more now
🟢 For retirement savings (RA, pension, or living annuity):
• Living Annuity – Flexible drawdown + long-term growth
🔹 Everest 12,8% Plan
Stable monthly income with a bonus after 5 years — ideal for long-term retirement planning.
🔹 Everest 14,2% Plan
Highest monthly income from day one — perfect for boosting cashflow now.
🔹 Everest Living Annuity
Flexible drawdown using retirement savings — long-term growth with income control.
How to Secure Your Retirement Income in 3 Simple Steps
It’s easier than you think — and we’ll guide you the whole way.
✅ Step 1 – Choose the Right Option
Pick from the 12.8%, 14.2%, or Living Annuity based on your needs.
✅ Step 2 – Calculate Your
Income
Use our calculator to get a personalised quote in under a minute.
✅ Step 3 – Confirm & Invest
We’ll help you finalise the paperwork and set up your income stream
Why Clients Love The Everest Income Plans
• 💸Predictable monthly income – no nasty surprises
• 📈 Inflation-beating bonus after 5 years (12.8% & Living annuity plan only)
• 🤝 Personal guidance – not a call centre
• 🧾 Quick setup with local support
• 💯 Zero advisor fee from your capital – 100% invested
• 🧮 Tax-smart planning for higher-income clients
• ✅ Trusted, transparent products backed by real results
You're nor just getting a product - you're getting a plan that works for you.
More Monthly Income Now
i needed higher income from my capital. Albert moved me into the 14,2% product giving the highest possible monthly income. I have been with Everest for 5 years and received my first payout in 2025 and decided just to change the plan inside Everest
★★★★★
Meena 76
Inflation Protection with Tax Efficiency
I was very concerned about inflation and needed a product that provide inflation protection. I wanted to pay dividend tax instead of income tax and be as tax efficient with my income as possible. Opted for the 12,8% product
★★★★★
Erina 68
Simplified My Pension Decisions
My savings is used up after I retired 2 years ago. I needed to make a decision on my pension funds sitting in various preservation funds. Albert helped me with the Everest living annuity with fixed growth, bonus after 5 years and zero broker fees.
★★★★★
Jan 67
Combined Compulsory + Voluntary Funds
I retired early after selling my business and property portfolio. Albert assisted me with Everest Living annuity for my compulsory money and Everest 12,8% product for the funds we did not put an a guaranteed product
★★★★★
Johan 57
Want a Result Like This ? Compare Your Options Now
FAQs
What Is the #1 Fear in Retirement ?
Running out of money in retirement. We cannot stop that from happening but we can make certain you get the best income from your capital......go to FAQ section
What Are Unlisted Shares?
Unlisted Shares is an investment in companies not listed on the stock exchange. Less than 10% of all companies is listed that leaves you with 90% of businesses that is unlisted..... go to FAQ section
How fast can I start earning?
With the 12,8 and 14,2% products on the first of the next month if your investment is activated before the 22nd of the month.
With the living annuity it takes longer due to the transferring process from other funds...... Go to FAQ section
Who Is This For?
-The person who is about to retire.
-The person in retirement that need to review their options.
-The person in retirement looking for a bigger income....
-Go to FAQ section
Already Have a Plan?
A big number of the investments we do is transferring the funds from existing funds because clients like the way the Everest living annuity is designed. So yes it can be done.
Go to FAQ section
What is the Minimum Investment ?
The minimum is R100,000 for all the Everest products..... Go to FAQ section
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