INVESTMENT

Need help planning your retirement?

For many people planning for retirement is a daunting and even surreal prospect. There are many unknowns and often perceptions don’t match reality.

In this guide, we provide a system to create a realistic retirement plan tailored to your unique circumstances. It takes you step by step through assessing your retirement income needs, understanding your assets and future income sources, and making the most of your money.

It also explains the necessary shift in mindset from building your assets to making those assets work for you and highlights the philosophy behind successful investment management.

This practical guide takes you through the seven following topics:

  • Assess your income needs
  • Value your assets and future cash flows
  • Plan to top up
  • Invest for stability
  • Use the tax planning opportunities
  • Set up to create regular income
  • Be prepared early