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Retirement Planning

Build the Future You Deserve

At J. Knobel Investor Services Limited, we help you plan today for the lifestyle you envision tomorrow. Whether you're decades away from retirement or already preparing to transition, our tailored investment advice and Reception and Transmission of Orders (RTO) services can support the creation of a flexible, tax-aware, and goal-oriented retirement portfolio.

As a CySEC-registered tied agent of Mega Equity Securities & Financial Services Public Ltd, we work under a fully compliant regulatory framework — ensuring your retirement strategy is built with transparency and integrity.

What We Offer

Tailored Retirement Investment Advice

We work with you to develop a strategy that reflects your:


  • Target retirement age and income needs
  • Risk tolerance and investment horizon
  • Current assets and pension entitlements
  • Lifestyle goals and legacy planning intentions
  • We provide non-discretionary advice — you stay in control of all decisions.


Reception & Transmission of Orders (RTO)

Once you're ready to act on our advice, we help transmit your investment orders to Mega Equity for execution in regulated markets.


Long-Term Portfolio Structuring

We guide you through building and maintaining a diversified portfolio designed to:


  • Preserve and grow wealth over time
  • Provide income in retirement
  • Adjust as your goals or market conditions change


Who Can Benefit?


Our retirement planning services are ideal for:


  • Professionals accumulating long-term wealth
  • Pre-retirees seeking to protect and grow assets
  • Individuals managing private or occupational pensions
  • Expats needing cross-border investment planning

Ongoing Guidance, Not One-Off Advice

Retirement is not a one-time event — it's a journey. We offer periodic reviews and adjustments to ensure your strategy evolves with:


  • Market conditions
  • Life changes
  • Updated financial goals

Investment Options May Include:

  • Equities and ETFs
  • Bond ladders or fixed-income instruments
  • Balanced, ESG, or income-focused strategies
  • Tax-efficient investment wrappers (where available)


All recommendations are subject to MiFID II suitability and appropriateness assessments.