Our Retirement Planning Process
By anticipating and effectively planning for your desired retirement, we help you navigate life transitions seamlessly. We assist you in determining how you envision spending your retirement, estimating the associated costs, and devising a financial strategy to fund it. Collaboratively, we strive to transform your retirement aspirations into a tangible reality.
Your Ideal Retirement
To begin the process, we will establish what you want your future to look like. By evaluating your current circumstances and financial situation, along with considering your objectives, values, obligations, and liabilities, we construct a holistic and detailed depiction of both your present and future.
Create a Plan
We utilise advanced cash flow modelling software to determine “Your Number”, which represents the specific capital amount required to attain and maintain your desired retirement lifestyle. This calculation enables you to gain a comprehensive understanding of the actions you need to take, the strategies to employ, and the rationale behind them, empowering you to make informed decisions.
Make it Happen
We develop a personalised plan crafted specifically for your ideal retirement. Throughout this journey, we provide ongoing guidance and assistance to ensure you stay on course towards your goals. Moreover, once you reach retirement, we continue to offer support so that you can fully embrace and enjoy life to the fullest.