Retired Individuals
Successful Retirement Planning
We can assist individuals or couples who are nearing or have already reached retirement age and need assistance with retirement planning, including pension management, income generation and estate planning. As you transition into retirement, your financial needs and goals shift significantly. We provide a comprehensive financial planning and wealth management services tailored to your unique needs. Retirement is a time of significant change. You move from earning and saving to drawing on your savings to support your lifestyle. You may have concerns about outliving your savings, managing healthcare costs or preserving your wealth for future generations. We understand these concerns and are here to guide you through every step of your retirement journey.
Why Choose Us?
We value the importance of tailoring financial planning to your unique needs and aspirations as a retired or approaching retirement individual. We dedicate time to comprehensively understand your goals, preferences and specific circumstances. Armed with this knowledge, we craft a personalised financial plan meticulously designed to provide you with the confidence and tranquility you deserve during your retirement years.
Our Services for You
Income Generation: We help you develop a sustainable income strategy from your investments and pensions to support your lifestyle in retirement.
Investment Management: We manage your investment portfolio with a focus on preserving capital and generating income, while considering your risk tolerance and financial goals.
Healthcare Planning: We help you plan for potential healthcare costs, including long-term care, and guide you through the complexities of Medicare.
Estate Planning: We assist you in planning for the transfer of your wealth to your heirs in a tax-efficient manner, including setting up trusts and estate planning.
Tax Planning: We provide advice on managing your taxes in retirement, including withdrawal strategies from different account types.
Get Started Today
Planning for retirement can be complex, but you don’t have to do it alone. Contact us today to schedule a consultation with one of our retirement planning specialists.