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Planning for Retirement


Retirement planning means different things to different people. 


This means that it is an important area of financial planning where a deep understanding of any existing arrangements together with your needs and aspirations, is vital before providing advice. 


Whether you are a busy professional or business owner working towards retirement, planning to sell or pass on your business, scaling back your working hours or ending employment on a particular date, the starting point for good decision making is to analyse your existing arrangements and preparing accurate financial scenarios with a cashflow forecast. 


The key to achieving good outcomes for your retirement is to take any guesswork out of the planning and to base any advice on meaningful conversations with you as to what you are planning for retirement.  


Retirement planning is not just about getting the right pensions advice, although that is important with the myriad of pensions available. 


You will no doubt want to feel secure and comfortable in the knowledge that your plan for retirement recognises that, whilst you want the income and capital to enjoy life after work, you also want to make sure you never run out of money in later life, should you need care but also having the ability to support those close to you and leave a valuable legacy. 


We encourage clients to take time to periodically step away from their busy lives and imagine what the future after either crystallising value from their business or winding down after a long and fruitful career. 

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Planning for retirement

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 Some scenarios we can help you with:

We have found that there are generally five big questions that people ask of themselves when thinking of appointing a professional financial planner...

Young girl playing with hoop

How can I help and support those closest to me?

Sail boat on ocean

How can I live a better life now, while still providing for future?

Hiker looking our over canyon

How can I prepare for the unexpected?

young person pushing older person in wheelchair

How can I look after those who cannot care for themselves?

3 generations of family in garden having lunch

How can I leave a legacy?

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