Your decision to retire is one of the most important decisions you will make in your life. Unless you have a clear plan to meet your desired after tax expenditure level, this will be a decision that could cause you considerable stress and leaving your planning too late could mean that you may need to work longer than you planned to. Our experienced advisers will help you to:

  • Establish what your desired after tax expenditure levels are and formulate clear objectives and a timeline for your retirement;
  • Establish a strategy that can put you in a position to retire at an age you desire, while leaving you the flexibility to work if this is what you desire;
  • Minimise the taxation impact on your funds at retirement;
  • Appropriately structure your investments so that your funds generate sufficient cashflow to ensure you meet your after tax expense requirement through all investment markets (remember markets go down as well as up our portfolios are structured so that you don’t have to sell good assets during the down times).
  • Cost effective administration to ensure that you are free to enjoy your retirement.