Congratulations for those that have accumulated wealth for retirement…..you have travelled half your journey and the return trip now begins!
The change of focus from building wealth to preserving and spending, through what may be a 25-30 year retirement period, is a challenge. We provide you peace of mind by illustrating how long your funds will last at your chosen level of spending. You will have confidence to take that overseas trip, provide support to children or make extra donations to favourite charities, in full knowledge of how these actions affect your financial longevity. Your investment strategy is structured so funds can be drawn with confidence throughout any investment market situation.
Protecting the downside is a key component of retirement investment.