RETIREMENT PLANNING

Retirement can be very different from one person to the other, as we are all unique in our own way. One common factor is whether we have the money to live the life we want in retirement. Some might want to travel more and others might just want to spend more time with loved ones and do the things they enjoy. While everyone is unique, living your ideal lifestyle in retirement requires prudent planning. 

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When and where do you start planning? The sooner you start, the better - make use of the time you have to make the right decisions for your retirement now. With planning, you will have a clear vision of what your retirement will look like and a step-by-step financial plan on how to turn that vision into reality.

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The key to retiring with confidence is knowledge. Once you know how you want to live in retirement, we can help you work out how much income you may need, for how long and where it may come from. With modern technology and medical advances, we are now living longer so our retirement years can range from 20 to 30 years or even longer. Using our sophisticated forecasting software, we can show you visually what happens to your money in these years.  We will explore the best and worst-case scenarios including the possibility of outliving your money, in which case appropriate steps will be taken to prevent it from happening. It all comes down to making sure you get to live the retirement life you want, without the worry of running out of money before you run out of life.

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