Unlocking your magic number
When deciding to retire, the million-dollar question is: “How much do I need?”. There’s no magic number that works for everyone. We all live a unique lifestyle, have unique families and have unique goals.
For some, retirement means travelling and maintaining their current lifestyle, others see it as a chance to wind down and spend time with family, allowing them to reap the benefits of your savings instead.
How we can help?
We do the number crunching for you, but this must start with us identifying your goals and objectives, and what your retirement looks like. We give truly independent advice, so the solution we provide will be tailored around you.
Ultimately, we’ll answer that million-dollar question with clarity, ease and professionalism. Everything you could ask for in a financial adviser.
ESTABLISHING A CLEAR PLAN
The best time to plan is while you’re still earning an income. By discussing the amount you’ll require, we recommend a solution and carry on reviewing it.
BUILDING AN INCOME
There is a multitude of ways to fund your retirement. But we’ll establish the most appropriate strategies for you to generate a sufficient level of income.
PROVIDING PEACE OF MIND
You want to relax during your retirement, which is why we must put in the work beforehand. By doing this now, you can rest assured knowing it’s all taken care of.
The value of pensions and investment and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
