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Pensions & Retirement Planning

Retirement Planning

Planning for retirement used to be easy – when a person retired at age 65 with a lump sum, this lump sum was invested (with possibly a part age pension supplement) and had to get that person, and probably a partner, through their retirement years.

Today, retirement planning is more complex and is often discussed at an older age as people are working longer. The need to keep the brain stimulated and the setback to retirement savings with the Global Financial Crisis has kept many baby boomers in the wokforce.This means the retirement plan can take many different forms with earnings, savings and eventual pension payments all in the melting pot.

We can help you plan for your retirement by taking into account all the variables relevant to your situation. We will produce a comprehensive, tailored plan that provides income projections, an appropriate strategy and optimises the social security benefit entitlement.

This plan will be easy to understand and the investments recommended will be well researched and in accordance with your determined risk profile.

Don’t delay any longer in putting an adequate retiement plan in place. Contact us today so we can help you fund the lifestyle you want in your golden years.