Retirement is a time to enjoy the fruits of your labour, to kick back and do all the things you never had the time to do. That’s why it is so important to both you and us that you have the means to live the life you always wanted.

Besides this, many also consider giving back to society. This can mean doing more charity work within their community or philanthropic giving.

Each person’s idea of a comfortable retirement is different. It’s difficult to know exactly how much you’ll need to achieve the lifestyle you want. Once we meet with you and discuss your lifestyle we can help define what income you may need when you are retired and consider the “what-ifs” along the way. This way you can get on with the more important things in your life.

In the earlier stages of retirement, many people follow their dreams, ticking off many goals from their bucket lists. Often this may entail more travel whilst you are still young and healthy. Others want to help their children by being more available to babysit.

A comfortable retirement is having peace of mind you have the financial means to do what you want to do. This is different for everyone; below are some things you might consider when thinking about your retirement:

  • Paying for your grandkid’s schooling
  • Travel plans
  • Your philanthropic desires
  • Paying insurance protection for your own children
  • Medical needs
  • Nursing home funds
  • Inheritance plans
  • Gifts to children, such as paying for weddings or helping with a first home
  • Your desired lifestyle

Whatever it is you would like to achieve; we can guide you.

When the time comes, we can also help pave the way to your next stage of life – when it’s time to move from your family home into either a lifestyle village or a care facility.

At every one of these stages, we are there to help.  To make sure that your interests are protected and that you receive the right advice for your situation.

▶︎ CASE STUDY: Retirement