Case Study Two

YOU’D LOVE TO JUST ‘JACK IT IN’, BUT YOU NEED TO KNOW THAT YOU CAN AFFORD TO AND STILL HAVE THE LIFESTYLE YOU WANT POST RETIREMENT

CHOOSING THE RIGHT TIME TO RETIRE CAN BE EVERY BIT AS STRESSFUL AS THE WORLD YOU’RE HOPING TO LEAVE BEHIND SO YOU WANT TO KNOW THAT YOU ARE MAKING THE BEST DECISIONS FOR THE FUTURE

We’ll work in partnership you to understand what your ideal lifestyle looks like, how much it’ll cost and clarify what’s really important to you. Our detailed cash flow modelling will create confidence by identifying what you need to do to make sure that you never run out of money, no matter what happens. We’ll create an investment plan that invests your capital at the right level of risk, providing a secure income to meet your day to day expenses and a flexible income for luxuries such as holidays, paid when you’ll need it.

Our annual review meetings give you the reassurance that everything is on track and your plan is working…so you’re free to enjoy your retirement.

“I needed to sort out my financial situation with retirement approaching. Within six months, my wife and I had a financial plan for the future in place, my assets had been restructured and the worry of a large liability has been cleared… everything was explained clearly and handled efficiently. My financial worries are now a thing of the past”


DAVID, DUBLIN 4

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