How much do I need to have so that I can maintain my lifestyle in retirement?
We help you answer this question and then turn the assets that you have accumulated over your working life into a reliable income stream in retirement.
Our approach is backed by decades of academic research and helps you to:
- Minimise costs
- Maximize your investment return
- Lower portfolio risk
- Avoid running out of money in retirement
- Keep taxes low (both for you and your heirs)
Our approach takes into account all of your income sources. Things like State Pension, personal and employer pensions, rental income, potential inheritances, proceeds from downsizing and more.
We carefully coordinate all of your income streams to help make sure that you and your heirs don’t pay more than your fair share of taxes.
Want to learn more about optimising your income in retirement? Click here to get your Free Retirement Assessment.