Case Study Six

YOU’RE RETIRED, AND WOULD RATHER SPEND TIME WITH YOUR GRANDKIDS THAN YOUR INVESTMENT PORTFOLIO

YOU’VE WORKED HARD TO BUILD YOUR NEST EGG, AND NOW YOU WANT TO ENJOY IT. YOU’RE FRUSTRATED WITH THE AMOUNT OF TIME YOU HAVE TO SPEND MANAGING YOUR ASSETS AND THE CRAZY AMOUNT OF PAPERWORK YOU HAVE TO DEAL WITH. YOU ARE CONSTANTLY BOMBARDED WITH EXCITING INVESTMENT OPPORTUNITIES

Our lifestyle planning process will identify the level of capital you need to maintain your desired lifestyle for the rest of your life. Our cash flow modelling will assess whether you can afford to spend additional lump sums or make gifts to your grandkids now. We’ll work with you to make sure you have the income and capital you need, with the confidence that your assets are invested in one of our multiple award-winning investment portfolios.

We’ll help you achieve your dreams – whether that means paying your grandchildren’s school fees, or travelling the world by ocean liner. Most importantly, we’ll take care of your day-to-day financial management, giving you the freedom to forget about money, and spend time with the people you love.

“Able to explain complex issues in plain English… total trust and confidence in an advisor I believed would be hard to achieve, but Rockwell has mine”


RUTH, DUBLIN 2

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