Making your money work for you is funDAMental to managing your wealth.
Why is the older you get, the faster time seems to go? We understand that life is not a rehearsal. That's why we always tell you the facts.
Using financial forecasting software, we can combine your assets and investments with the state pension to provide you with a projection of your wealth at retirement, taking into account your necessary and discretionary income and expenditure requirements.
Presenting you with a visual depcition of your financial future, you can be assured that your funds will last so that you can relax, retire and achieve your ambitions. And if not, we'll work with you to identify alternative paths you can take to refocus your spending priorities and save accordingly.
Our aim is to give you a sustainable income in retirement and peace of mind regarding your financial legacy allowing you to enjoy the now.
Together, we can also cost and plan for significant events like buying a new car or taking that extra trip to the Caribbean. We can build these into your plan to ensure you won't be left with a shortfall in the future.
It’s never too early to start planning for life after work, whether you’re saving for the future, approaching retirement or already retired.
Our service levels are designed to match your needs on each step of the journey. We allow you to discover your options, making sure you’re ready for retirement and that your money is working for you. We work in a proactive manner giving technical assistance in layman’s terms and building a collaborative solution to meet your goals.
Keen to find out more about developing your own financial lifestyle plan?
Then contact us today to arrange an initial no obligation call/meeting with one of our advisors