Retirement

Coach you in Retirement

We’ll give you a sense of security around your standard of living and the longevity of your funds in retirement. We’ll show you how to access your super and pensions. We’ll make sure your money works for you by ensuring you’ve got the right retirement products. We’ll help you protect yourself against a fluctuating economy and we’ll manage your investments – especially in market downturns.
It’s your job to ensure you enjoy your retirement and ours to make sure you can.

Our retirement coaching services include:

demonstrating how a pension account can work to your benefit & set up a regular income stream.
considering strategies to protect your capital and income.
maximising a risk adjusted return.
ensuring your estate is passed according to your wishes.
helping you plan for downsizing your property and boosting your Super/Pension account.
helping you have a guaranteed income for life or a term of your choosing.
taking the stress and hassle out of managing your money in retirement.
helping you articulate your wishes for what happens to you and your estate in certain circumstances.
helping you to leave assets to your estate before and after your passing.
helping your Trustees and Beneficiaries honour your wishes as part of your legacy.
helping your Executors fulfill your final wishes as you would want.

Contact us about Retirement

First Name

Last Name

Phone Number

Service Required

Preferred Location

Message

Please send me occasional updates on Financial Services that could benefit me

What our clients are saying

We were introduced to Tim through our mortgage broker. Tim's knowledge, experience, understanding and expertise of where we wish to be financially and how to get there comfortably made our decision makings very easy. The rewards are paying off.

It was the smartest decision and best investment we have ever made! Faced with some serious health and life challenges we were overwhelmed, out of our comfort zone and really had no idea how to move ahead. Ciarán and Andrew are men of great integrity and they are trustworthy, professional, honest, knowledgeable and compassionate. Our association with them has changed our lives. They helped us create a retirement strategy and guided us in the implementation. They have given us the confidence and support we needed to make sound financial decisions and meet our financial and family goals.

Tim explains everything to me in a way that I can understand. I am always confident with Tim. Tim has helped me with setting up a self funded pension and I am very happy with the service Tim gives to me.

Tim has helped with managing my money to give me a stress free retirement. A pleasure to deal with and very knowledgeable.

Adam has helped and guided us through reducing our personal debt and improving our cash flow. He's secured our existing and future financial position with a combination of protective measures and investment strategies, which included consolidating our super and then putting it to work, and making it work hard for us. His guidance and advice (while slightly cautious for this avid risk taker) has helped us clear our personal debt, obtain well above average returns on our investments, and late last year, finally saw us in a position to buy our dream home.