Approaching retirement


Achieve your later-life goals

As you edge closer to retirement, you will no doubt have a long list of questions you need answers to. Whether that’s a clearer idea of the date you can retire or what your pension options are, it’s all new to you. There’s no time like the present to start asking questions so you can build a picture of what the next few years will look like.

Are you wondering…

When can I retire and start to slow down?

Do I have enough to retire and continue my lifestyle?

How much could my pension be worth when I retire?

Am I on track to retire in five years’ time?

Can I take a phased approach to retirement?

What we’ll do to help

You have many significant decisions to make right now, but choosing us to give you financial advice as you approach retirement will be one of the easiest ones you make. We will sit down with you and understand your goals before mapping out a plan and helping you understand when you can retire and the income you can expect.

We’ll look at investment solutions that match your risk profile and help you achieve your goals. It’s understandable for you to feel overwhelmed, so we present information in a clear and uncomplicated way and we will guide you through every step of the process.

The value of your investments can go down as well as up, so you could get back less than you invested.

Hear from our clients

Gary’s financial plan has given me peace of mind, so I can focus on my family

David Safir

Patrick has ensured me and my girls have a secure financial future

Tracy Rigby


Our process

We work with you to curate the life you’ve always imagined and achieve financial independence. From beginning to end, your journey with us will be seamless as we listen to you and put your needs above all else. It’s what we do best, and we know exactly how to get things done.

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