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