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.