Retirement planning can be broken up into Pre –retirement planning (5 – 10 years ahead of full retirement). This involves reviewing –
And Post-retirement planning which involves reviewing –
Our objective is to assist you in building the best possible asset base to enable you to live comfortably in retirement and to undertake the activities that you wish to pursue without having to worry too much about the financial side of things.
If you’d like to find out about the ways in which we can help you with your retirement planning, please contact our office and speak to one of our advisors.
We know that each of our clients is different. We listen to our clients and endeavour to work with each one to ensure that they are confident that we are helping them make informed decisions on how best to achieve their individual financial and lifestyle goals.