Planning for life after work

When you give up work many things change. The opportunity to reduce tax is greater, but usually some re-structuring of your portfolio is required. Travel, capital purchases, moving home, repaying debt, providing for children and grandchildren all need to be taken into account. And it is also a time when lifestyle has a greater impact on your decisions.

This process needs to be planned and managed starting at least 5 years before you intend to retire.


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Savings Plans

You need to take control of your personal finances and adopt a disciplined approach to build savings.

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Wealth Strategies

We believe that ‘direct investment’ is a transparent and cost-effective investment model.

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