MAKE SURE YOU HAVE THE MOST HOLISTIC RETIREMENT ANNUITY COMPARISON
MAXIMIZE YOUR
RETIREMENT INCOME
MARK FUHR CFP®
Mark Fuhr is a Certified Financial Planner® with 38 years experience in the Financial & Estate Planning Industry.

Mark provides the most comprehensive and unbiased comparison of Retirement Annuities - ensure you can retire comfortably!

*Our consultations take place via Zoom for your convenience and Personal Safety because of Covid-19*
COMPARE PLANS!
Mark not only looks at Fees and Maturity Value.
Mark compares ALL Benefits objectively.

Which companies do we compare to Discovery?

Mark will compare the following Companies Retirement Annuities to the Discovery Retirement Optomiser.

Allan Gray

PPS

Liberty Life

Old Mutual

Sanlam

Momentum

Hollard

OUTvest

10X

Investec

Mark will do a FREE ZOOM COMPARISON for you which will encompass all the Benefits below:
WHAT BENEFITS ARE COMPARED?
Mark will compare over 12 Major Benefits relating to your Retirement Annuity compared to the Discovery Retirement Optomiser (DRO) on a like-for-like basis
FEES
Mark will compare all Fees relating to your Retirement Annuity showing you how they impact your Retirement Income.
ACCESS TO FUNDS
Mark  will explain what access you have to your Retirement Funds before and after Retirement.

TAXES
Mark will compare Tax on the Different Retirement Annuity Structures with regards to your Contributions before Retirement and your Income in Retirement.
DEATH
Death, before and after retirement;
Normally neglected - Mark will compare in detail how death is handled by your Retirement Annuity compared to the Discovery DRO before and after Retirement. And the differences are dramatic.
DISABILITY
Permanent Disability before Retirement;
Also neglected - Mark will compare what happens if you became Permanently Disabled before Retirement. How are you going to afford to pay your Retirement Annuity Contributions?
DREAD DISEASE
Having a Dread Disease in Retirement;
Mark will compare what happens to your Retirement Income should you suffer a Dread Disease in Retirement. Does your Retirement Annuity Income Increase or remain level?
MATURITY VALUE
Mark will compare the Illustrated Maturity Values of your Retirement Annuity and how it effects your Income. He will also compare a Normal Retirement Annuity to the Discovery Retirement Optimizer. You will see the most innovative concepts. 

RETIREMENT INCOME
Mark will compare the after Tax income generated by your Retirement Annuity compared to the after Tax income of the Discovery DRO.
The DRO Income will generally generate between 35% and 140% more income at Retirement. The difference is astronomical
LIFE ASSURANCE
How does it assist your Retirement Plans?
Mark will look at your Life Cover to see if it will assist in increasing your Retirement Income. He will assess if your Life Cover pays out part of the Death Value to you at age 65 while you are alive in order to enhance your Retirement Income. 

This is a NO PRESSURE comparison!

With absolutely NO OBLIGATION, you will come away having gained a different perspective of Retirement Planning

*Our consultations take place via Zoom call for your convenience
and Personal Safety because of Covid-19*

Ready for your comparison?

The process is simple and all done in the comfort of your own office or home via your computer 

  • COMPARE: Click on the company you would like to compare to Discovery. 
  • ZOOM: Mark will arrange a Zoom comparison, which will take approximately 45 minutes and will cover every single benefit of the company you chose to compare to Discovery.
  • PERSONALISED COMPARISON: You then have the opportunity of having a Personal Comparison done for you. This will entail getting a copy of your personal Retirement Annuity Policy Schedule form your current insurer. Mark will then do a detailed Personal Comparison for you which will be presented to you  in a Zoom meeting and sent to you via an Excel format. It takes 3 to 4 days to get your Personal information and put together your Personal Comparison.

Total Transparency

As Mark believes in total transparency, he has no problem with you showing the comparison to, and having it vetted by, the company you are currently insured with.

Remember, the important person here is you! Not Mark Fuhr or the Company you are currently insured with!
" This is not my area of expertise and Mark gave me great advice on the best way to plan my Retirement. I feel confident that I was provided with all the  required information in order to make an informed decision and had a Retirement Plan tailor-made for my needs." 

- Melissa Rowlston

" Mark Fuhr has been an absolute delight to work with. He treats his clients with the utmost kindness and dignity. In my experience I have found his knowledge of his field to be exemplary, and Mark himself ever patient and available to his client’s needs. " 

- Dr Marcelia Theron

" I to was looking for a comparison of my Retirement Annuity compared to Discovery and contacted Mark. The Zoom presentation he did was absolutely outstanding. It was easy to understand and provided me with information I did not expect to receive. After considering everything I have decided to move to Discovery and to use Mark as my Broker." 

- Guy Ellis

“GOOD ADVICE IS PRICELESS”

*Our consultations take place via Zoom for your convenience and Personal Safety because of Covid-19*

If you are happy to proceed ...

If you are happy with the advice provided and would like to move to Discovery Mark will facilitate the entire process. He will also arrange to have your current Retirement Annuity stopped simultaneously to the Discovery Retirement Annuity starting so that you do not pay double premiums. He will also discuss how often you would like to review your Retirement and Financial Planning and discuss other products that may be of interest to you.

Who is Mark Fuhr?

Mark is a Certified Financial Planner® CFP® with 38 years, experience in the Financial & Estate Planning Industry.
He was the youngest Life and Qualifying Member of the Million Dollar Round Table in South Africa and 5th youngest in the world

He was a consultant at Sage Life for 26 years, being one of their top 10 consulates for 18 years and their number one consultant on two separate occasions.

After leaving Sage/Momentum Mark became an Independent Broker for many years and recently joined Discovery as a Tied Agent. However, Mark still provides advice on all companies’ Retirement Products and is comfortable with any of the information he provides you being vetted by any company of your choosing.

In 2001 Mark was voted by Personal Finance of the Saturday Star and the Financial Planning Institute of South Africa as one of South Africa’s top 10 Financial and Estate Planners.

Mark is the Author of the Trust Report published by Fleetstreet Publications.
*Our consultations take place via zoom call for your convenience*
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Mark Fuhr CFP® is an authorized representative of Discovery Life FSP No: 18147

As Mark works as a consultant for Discovery Life, Discovery Life is liable for his advice. This Website has been fully vetted and approved by Discovery’s Marketing and Compliance Departments. You may contact Discovery Compliance Department at compliance@discovery.co.za.

Mark is allowed to provide advice on the following products: Long Term Insurance, Short Term Insurance, Pension Fund Benefits, Shares, Debentures and Secularized Debt, Collective Investment Schemes, Health Services Benefits, and Long-term and Short-term Deposits (Banking Investments) on behalf of Discovery Life.

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