Retirement Planning

Retirement Roadmap

• Our Retirement Roadmap service is tailored to your unique circumstances along with the aspirations you have in life.
• We start by analysing your financial situation, and then discuss your life aspirations along with all the things you want to do for yourself and your family that will require money, advice, and planning.
• We then prepare detailed projections on where you are headed if you stay on the same path, and determine whether you will achieve your financial targets.

Only Strategic Advice you'll need

After identifying any shortfall in assets, or deficiency in future cash flow, we then prepare strategic advice that provides the specific financial steps that you will need to follow to get to where you need to be at retirement.

As a real client illustration of the value provided by our Retirement Roadmap, we have set out a summary of Michael and Julie’s circumstances, and the strategic advice we provided to enable them to achieve their life aspirations.

By implementing our six strategic advice steps over the last five years of their working life they should accumulate an additional $1.8 million in wealth by retirement and have an additional $175,000 annual income throughout their retirement.