Money isn’t everything, but it’s right up there with oxygen.”
Yes, you may be retiring, but that does not mean your money has to stop working for you.
For most people, the number one consideration when retiring is their money, and the biggest fear is whether the money will last! The secret is that money is a means to an end, not the end in itself.
While your money has to make money for you and you certainly have to take care of your investments and spend within your budget, you also have to know what the money is for.
We firmly believe that your Financial Plan must support your Life Plan. Start by visualising how you want your life to look like in RetiremeantTM. Once you have a picture in mind of exactly what you want to achieve, be and do in the second half, make sure that your Financial Plan supports this vision.
It is important to have a clear understanding of where you stand financially. Knowing this is an essential step towards getting the foundations in place before your money can be invested effectively. It is a good idea to find a Financial Planner who specialises in the RetiremeantTM transition and who can put a Plan in place that relates to your life.