Pensions & Retirement Planning

What we do

A better return on life, through your  money

Pensions & Retirement organised.

We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, pensions, taxes, etc., and also the “micro” level of household cash flow).

Have you ever tidied a messy room, or a draw, and then felt great about how it looked when you had finished.

That feeling is nothing compared to the feeling of relief that your are finances are in order and fit for purpose.
We will help you follow through on financial commitments, by working with you to prioritise your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Don’t have any goals – how about:

* Not running out of money?
* Not being a burden on anyone (family)?
* Leaving a legacy to your family?
* Having dignity in later life?
* Having more income (holidays/) in your active retirement phase?

We bet you will have loads of goals but are maybe not quite sure what they are just yet. Don’t worry this can be daunting at first – we are here to help – you will walk away from our discussions feeling prepared and ready for a great future.
We work with you to anticipate your life transitions and to be financially prepared for them.

We regularly assess any potential life transitions that might be coming, and create the action plan necessary to address and manage them ahead of time.
We bring insight from the outside to help you avoid emotionally driven decisions in important money matters.

By being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information needed, and managing (maximising) what’s possible.
We will explore what specific knowledge will be needed to succeed in your situation.

1) By first thoroughly understanding your situation

2) Then providing the necessary resources to facilitate your decisions.

3) Then explaining the options and risks associated with each choice.
We attempt to help you achieve the best life possible but will work in concert with you -

not just for you, to make this possible,
by taking the time to clearly understand your background, philosophy,
needs and objectives,

work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.

Book your first consultation, on us.