WEALTH ACCUMULATION & RETIREMENT PLANNING

You may feel nervous about staying invested in the market as you approach retirement. But you don’t have to. Making sure you don’t run out of money is a big concern for most retirees. And what will happen to your spouse when you’re gone?

We can provide you with a solution that gives you peace of mind, so you don’t have to worry anymore. What lifestyle do you want in retirement? How much income do you need/want in retirement? It all depends on the lifestyle you want or can afford.

Also think about any major one-off spending after retirement. You may want to pay off your mortgage, do home renovations, take a big holiday or buy a new car. The trade-off is, the more you spend early in your retirement, the less you have to live off later!

Planning for retirement is complex and it's important to get advice from a specialist like us.