As you get older and decide that you've had enough of work and look to retire, the last thing you want to do is worry about your finances. After working for 40 or 50 years, don't you think you deserve to spend some time doing the things you enjoy and having the adventures you've always wanted to have?
Good advice can help to structure your portfolio to allow for your income needs both now and as you get older. One lesson that pre-retirees and retirees learnt during the global financial crisis was that investing too aggressively at the wrong time of your life may mean delaying retirement or having to return to work to supplement your income.
Our clients enjoy a full review service to help establish whether your investment portfolio is appropriately invested. To book a review, please fill out the following details.