The framework demonstrated below has been provided to help you conceptualise the process we undertake and the different subjects we might cover when optimizing a retirement strategy to help you achieve your financial and lifestyle goals as you move into the next phase of your life.
Retirement is a significant and important life event. It can seem daunting, exciting and challenging. From working your entire life where you’ve spent 30-40 years accumulating assets – now you need to make sure everything you’ve accumulated sees you through the next phase of your life.
From accumulation to deaccumulation and drawing a sustainable income stream means there is less scope for error and careful consideration needs to be made in respect of the ongoing risks, while focusing on what’s important and living the life you’ve worked hard to achieve.