Considering how long each of us are likely to spend retired, it is surprising how little time we tend to put in preparing our finances for this exciting stage of our lives!
What presents to most as a complex riddle, we see simply retirement planning as ultimately one of two questions:
How much do I need to save to fund the retirement I aspire to?
Now that I am in retirement, at what rate can I reliably spend my money without running the risk of outliving what I’ve saved?
Of course each client is different – and so should be their retirement plan. Using award winning wealth planning technology, we can sit down with you and help you see what your retirement trajectory looks like. We’ll identify things you might need to change and build for you an investment portfolio that will work with you to help you achieve your goals.
You’ll find time spent with us will bring your finances into focus.
Contact us for a free initial chat.