Approaching Retirement

If you are concerned about accumulating sufficient wealth to enjoy the lifestyle you deserve in retirement, then contact us for an initial consultation that will be provided without cost or obligation.

During our initial meeting we will discuss your retirement goals, analyse your current financial position, determine where you will be financially at retirement and most importantly, show you what you need to do to achieve your strategic targets.

At retirement your primary goal may be to have an income stream to replace your wage or business profit, so that you can continue to live the lifestyle that you desire. If you do not attain this goal then you may not be able to do the things that are important to you throughout retirement.

The financial decisions that you make now and leading up to retirement may very well determine the quality of life that you enjoy in retirement, so please call us to make a mutually convenient consultation time.

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