Do you think you can afford to do everything you want to do in your twilight years?
Retirement means something different to each of us, whether it’s spending more time with the ones you love or making up for lost time and getting some items ticked off your bucket list.
Whatever your retirement looks like, we can help get you there.
One day you will wake up and there won’t be any more to do the things you’ve always wanted.
Do it now!
PAULO COELHO
We help you to really look at your financial situation and plan your retirement carefully, answering your questions and guiding you through the steps leading up to and after you retire so it is more of a planned transition than an abrupt stop to working life.
Retirement is about so much more than an end to your working life. It is the start of a whole new chapter and a chance to live the life you have always wanted.
With a bit of careful planning, it doesn’t have to be a dream. It can be a reality.
Case Study – Paul
Paul has been on a good income which has allowed him to make early repayments of his mortgage, and achieve greater funding of pensions and investments. This allowed Cathy to retire early.
Now that Paul is approaching retirement and has a successful investment portfolio which he is self managing, he wanted to ensure that his transition from saving to spending seemed daunting, and they wanted to bring an expert in to help with the strategy around this.
