Those In Retirement

You’ve made it – you are retired! How are you getting on?

“Busier than ever” is often the response we get. Very rarely do people say “bored”.

Most of us seek a fulfilling, content and secure retirement.

There may be specific things that you want to achieve or do in your retirement such as special anniversaries, holidays, bucket list experiences.  You may wish/need to:

  • Claass FP

    Assist the younger generation

  • Claass FP

    Help care for elderly relatives

  • Claass FP

    Plan a special anniversary/holiday

  • Claass FP

    Travel

  • Claass FP

    Learn a new skill/hobby

  • Move house/downsize

In Retirement

Often the early years are busy, you are helping your family (either the younger or older generations), playing an active part in your community, travelling, and generally getting around to doing the things you have wanted to do for years.

The middle years can see a slightly slower pace, often due to physical wellbeing, but sadly sometimes due to finances. You may start to worry about what life will look like when you reach your older years. Worries about health, money, what if’s and how you or your family will cope, may be starting to creep in.

The later years are often health dependant.  You may need some help in the home/garden or some sort of assisted living or residential care and you don’t want to be a burden to your family.

The later years are often health dependant. You may need some help in the home/garden or some sort of assisted living or residential care and you don’t want to be a burden to your family.

Your personal circumstances will be different to anyone else’s, but you deserve to feel happy, content and secure throughout each stage of your retirement.

In Retirement

Get clarity for you and your family – talk to us.
We offer specialist services to help you if you are in retirement or going through life changing events.

Take a look at how we can help.

SERVICES

What our clients say about us

  • Thank you to Sara Walker for all the advice and help she gave regarding planning and investing for my retirement.  I found Sara to be professional and efficient but at the same time pleasant and accessible.  I have every confidence that my finances are in good hands.

    Mrs L Callegari

  • Very professional and friendly service, I would highly recommend.

    Nick Evans