We recognize that retirement can be the most wonderful time in our client’s lives as well as the most confronting. By creating a ongoing action plan that puts our clients in control of their well-being, we develop a well-defined vision for their future.
Key challenges include:
- Sufficient lifestyle cash flow to maintain dignity
- Taking early retirement
- Protecting the things in life that are important
- Maintaining your independence
- Clarity about what to do next
- Health
- Income planning
- Freedom to do what you want
The type of significant life events we have found retirees experience include:
- Downsizing
- Liquidity events
- Change in marital status
- Loss of a spouse
- Insurance settlement
- Inheritance
- Longer term planning and Aged Care
