RETIREMENT PLANNING

Planning for retirement can be daunting without a clear plan in place and knowing how long your money is going to last. Knowing how and when to retire, and having a clear plan in place will ensure you have a comfortable retirement without the guess work.

Goal Setting – Our retirement planning process starts with having discussions around setting your retirement goals, for example what age you would ideally like to retire and what kind of lifestyle you would like in retirement.

Social Security – We will calculate what social security benefits you might be entitled to and factor this in to your required retirement income.

Strategy  - We will create a clear investment strategy to enable you to meet your retirement objectives while taking into considerate your risk appetite.