Retirement can be a phenomenal period of your life. It can be something to look forward to. But you want to make sure that it’s affordable.
7 Risks of Retirement Planning
The tools, the strategies and the investments that you use to get you to retirement are very different from the ones to get you through the retirement years.
In retirement, you face many new challenges and risks that you did not face in the accumulation years. There are risks around:
Register today to learn how to overcome the 7 Risks of Retirement Planning and secure your retirement income
Success Stories From Our Clients
Hear what our clients says about us
“Chris sucessfully downsized his family home and was transitioning to retirement 5 years ago when we started working together.”
“Ross is a partner of large a accounting firm and talks about the benefits of financial planning and what happens in the Financial Road Map meeting”
“You need to do a lot of reading and invest a lot of time to manage your own finances, it’s easier to benefit from an expert’s experience”
Paul & Belinda Haraldson
“Organising your financial life is daunting but having that person that knows what you want in life is the key”
“It’s about having a better focus, having someone as a sounding board who knows what they are doing”