In retirement

Everyone is different and our role as Financial Planners is to understand you, your goals and aspirations first and foremost. The wealth comes second.

In retirement

Retirement is a time of opportunity but confusion and worry about money can hold you back. Although there are many choices when it comes to accessing your wealth, we can help guide you so you can lead the life you want in confidence.

Using your wealth wisely

A financial plan will ensure you can can do what you want, when you want and provide confidence and peace of mind. This may not come in the form of one option but several or even a mix depending on what you have and what you want to do.

If you’re not sure on what you may need, how flexible you may want to be or the risks involved then we can help you in that journey.

We will help break down what may seem quite daunting into small, practical, easy to understand pieces. Our goal is to work with you to give you the financial security you need throughout your retirement.

Common questions you may be asking at this stage

  • How long will my money last?

  • Can I afford to give gifts to relatives?

  • How much can I afford to spend?

  • Can I afford to live the life I want to live?

  • How can I pay for long term care?

  • Am I using the assets I have in the most efficient manner?

Your Journey

What our clients say…

Working with Tom has made our life in retirement exactly what we wanted it to be.

Mr & Mrs Patrick

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Tom wanted to understand what we wanted of our life, before looking at the numbers.

Mr Hartley

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I find it reassuring to know my finances are in good hands.

Prof. Hansom

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I'm able to maintain the lifestyle I want while planning out my ideal financial future.

Mr Nagarajah

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