I want to save for a great retirement

Transition to Retirement

Retirement – if you had a choice would you choose a comfortable retirement where you get to do all the things you always wanted to do but never had the time, or one where you just manage to make ends meet. We think we know the answer!

Now the question is how do we get to the desired outcome? No matter what your age, or financial status, the answer is the same – you need to plan for it, you need to set goals and work towards them, you need to continually refine your plan for any changes that pop up (marriage, mortgage, kids, divorce, another marriage etc) and chances are you need guidance (i.e. a coach) to help you get there.

We strongly believe that everyone needs to use experts in their field to get the best outcome. I certainly know that I couldn’t rewire my house, service my car, or design a skyscraper so I’ll get someone else who is an expert in that field to do that for me and I’ll stick to being an expert in my field and helping people like you achieve your financial goals.

If the above sounds like one of your financial concerns, then we’d suggest you contact us.  to see how we can help.

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Disclaimer

Past performance is not a reliable indicator of future performance. The information and any advice in this publication does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This article may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. It is important that your personal circumstances are taken into account before making  any financial decision and we recommend you seek detailed and specific advice from a suitably qualified adviser before acting on any information or advice in this publication. Any taxation position described in this publication is general and should only be used as a guide. It does not constitute tax advice and is based on current laws and our interpretation. You should consult a registered tax agent for specific tax advice on your circumstances.