Pre & Post Retirement.
Encompassing Business / Work exit, building Passive Income, clearing Debt and ensuring an adequate safety net to protect you and your family in case of your death / serious illness.
Map out the various moving parts and adjust them to see the impact of delaying your Retirement / Business Exit or phasing it in over a period. Very often we find that clients are in a much stronger position than they realise and if they really do want to enjoy their 60's and beyond, particularly while they are still in good health they need to actively plan for it.
Sample Data from Client Retirement Plan
Contact us today on (01) 293 7200 or by using the Enquiry Form below to discuss your situation further