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
You can purchase Residential or Commercial Property in Ireland or the UK.
it can be very helpful to map out the various moving parts and to adjust them to see the impact of delaying your exit or phasing it in over a period.
You will need a Self-Administered or Self-Directed Pension
Taking a conservative average growth rate of 3.25% (net of charges), a client with €863,500 at age 62 taking a level income of €50k p.a. would maintain that income until age 86
In August 2016, the Bank of England's Chief Economist Andy Haldane in an interview with the Guardian Newspaper stated that 'Property is a better bet than a Pension'.
However, my general point is that not many people do very well from traditional pensions.
My own thoughts having spent over 20 years as a Financial Advisor would be that we have far more tangible evidence of wealth creation through property than we do from other Investment classes.