Retirement & Strategic Planning
It is important to review your finances on a regular basis, what worked before may not necessarily be appropriate now. We can prepare a comprehensive strategic plan that considers all aspects of your finances.
Strategic planning includes consideration of:
- Goals and objectives
- Income required in retirement
- Assessment to ensure you live within your means
- When you can afford to retire
- Appropriate structures for investments
- Cash flow
- Asset allocation
- Diversification
- Contingency
- Investments
- Risk management and protection
- Estate Planning
