Your Story

Will my money last? Can I fund the lifestyle I want?

When can I retire? Will my money last? Can I fund the lifestyle I want? How much lifestyle can I actually afford to have? Are my investments working as hard as they should be? What happens to my income if the markets crash?

This is just a snapshot of some of the questions we can help answer when we work together to make an active retirement a reality for you. The ages of 55 to 75 can be some of the best years of your life; our goal is to maximise your enjoyment of this important time for you.

Think of us as an architect for your later life

In many ways we work for you as an ‘architect’. You come to us with bricks and steel in the form of pensions, savings, property or business, and from this we look to help you understand what kind of retirement can be created. We help to draw out the plans for the life you want. It’s about you and your plan, not the money or fancy investments. We want to help you gain the financial confidence and security to live your life without financial worries.

How much is enough and what is more than enough?

This is an important question that we look to answer early on for you. From creating your game plan, we can show you how much capital is needed to enjoy the lifestyle you want, and where there is more than enough, we help you see how much can be used and enjoyed in your retirement without jeopardising your future security. If you are working towards your retirement we can help you balance the sacrifice of saving with the enjoyment of your current life.

Find out how we can start the process of making your plans a reality – Next Steps

“Andrew helped me retire earlier than planned with the confidence that my future was secure”