Securing An Enjoyable Retirement
At last you have the time to relax and enjoy your favourite activities. But before you do, your thoughts are turning to security and protecting.
Not so much security for your beautiful home but rather, securing and protecting your hard earned financial assets. In recent years you have gradually reduced investment risk.
Now, in retirement, we can work with you to further minimise volatility and maximise peace of mind. Protecting against risk; maximising security.
Very worthwhile aims in a plan to enjoy life and protect your valuable and hard earned assets!
Security In Retirement
We listen and we tailor! In retirement you will almost certainly require a conservative investment plan consistent with your needs for income and growth. In our experience too many people have not adjusted their portfolios to account for their lower earnings and lesser ability to recover from market place losses.
We will work with you to put in place a retirement plan to reduce the volatility of your investments while maintaining the flexibility to adapt to your changing needs.
We call it protecting against risk and our over-riding aim will be to provide you with greater peace of mind.
Planning For Retirement
Planning for retirement is not “set and forget”.
Your needs and goals change over the years and so must your plan. This is why flexibility is a key word, alongside security and peace of mind.
Estate And Succession Planning
As you enjoy your retirement activities free of undue worry about your financial situation you may also consider from time to time the need to review your estate planning.
To ensure your estate and succession plans still reflect your wishes and objectives for the financial well-being of your loved ones.
We will work with you in revising your estate and succession plans if you consider revision desirable.
We Listen, We Tailor, You Decide!