Retirement is being redefined. We find it is
often more a discussion of the next phase in a client's life, rather
than a full stop from the traditional working world.
We work with
clients to help them identify how they want to live the next stage of
their lives in a way that is fulfilling and meaningful to them. We then
undertake a detailed financial review of your current investment
program to determine how it can meet those goals.
We help clients answer:
Will I have enough resources to accomplish my goals? Retirement Planning.
How can we maximize our resources? Pension Income Splitting Provides Tax Planning Opportunities for Couples.