I want to talk about my retirement

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