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Financial Planning

Financial Planning


Regardless of which life stage you are at, we have a wide range of solutions to help you achieve your goals and grow your wealth over time.

One of the first steps towards securing a healthy retirement income is planning for the lifestyle you desire.

With this in mind, here are some thought starters to help you plan for a comfortable retirement.

How much do you think you will need in order to retire?

 Some other factors to take into account are:

o    What age do you plan to retire at?

o    What sort of lifestyle do you want?

o    Have you paid off all your debts yet?

o    Will you need additional money for other needs (e.g.: planning for a new car or expensive holiday?).

 

A general rule of thumb is that you need approximately 60% of your final pre-retirement salary each year for what could amount to 20 years or more.

We can help you to evaluate exactly how much money you’ll need for retirement, and how to track the achievement of each goal.

Contact us anytime for a free consultation and one of our advisers will be happy to educate you on how to make more informed financial decision, as well as showing you how we can work with you, towards achieving your goals.