Services
Preparing for retirement
Saving for retirement is something that many of us put off because of other financial commitments. We’ll prepare a financial roadmap and help make your plans for retirement a reality.
Our approach to retirement planning consists of three phases.
Preparing for retirement
Pre-retirement
Building up a retirement fund in the most efficient and effective way possible takes careful planning. We’ll help you understand all the options and create a distinctive plan to build fund that will help you fulfil your retirement dreams.
Preparing for retirement
Approaching retirement
The final years of work can be critical to successful retirement planning. You may have built up significant pension savings, but this is the time to fully understand your options and structure your retirement accordingly.
Preparing for retirement
In retirement
There are a number of arrangements that offer varied benefits and flexible income options in retirement. Our advice can help you find the right arrangements to realise your plans and build the financial security you need.
Other services
There are a number of other services we offer to help you prepare for retirement. We can help you find the right arrangements to achieve your plans and build the financial security you need.
Preparing for retirement
Long-term care
In the future, you or your loved ones may need care assistance. Care is expensive, so you may require additional income or a lump sum to afford it.
We can provide specialist advice to help you consider and plan for long-term care before you or your family members need it.
Preparing for retirement
Cashflow planning
When you retire, your spending habits are likely to change with your lifestyle. You may find your social spending increases, while other expenses, such as commuting costs, are reduced.
We’ll offer you effective cashflow planning to regulate your new spending patterns, safeguard your retirement funds and avoid unnecessary anxiety.
