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PLAN FOR RETIREMENT

SO HERE’S WHAT WE MEAN BY THAT

We believe that the best plan for retirement is one which delivers choice. By having a solid retirement plan in place you are able to confidently make the choice to retire from the workforce or not. For many of our clients work had not simply stopped on the appointed day – a gradual wind down of time spent at work is often seen as preferable to a full stop.

It’s no good planning for your retirement the week before you get the gold watch. By this time you should have a VERY clear idea of what life is going to be like once you have made the decision to end your time in paid employment.

We work with you to clarify your perfect retirement, what will you be doing? where will you be going? how will you be spending your days? One of the biggest questions you might need our help with is where will you be living?

Everyone has a different picture of their ideal retirement, so everyone needs to construct a plan to get to that ideal differently. The hardest part is working out what you want to achieve, after that we can use our kit bag of strategic tools to help you get there.

This is one of those times where our advice is so much more than just investment or superannuation or insurance, after all your retirement will have elements of all of those things and more.

We have seen many clients transition into the retirement stage of their lives, and in our experience, the human issues are as much a part of the need to plan as the financial ones. As one friend said once “You can’t play golf five days a week, I’ve tried”. A fulfilling life without going to paid employment each day is a goal we can all aspire to but it requires careful planning to ensure success.

Of course, once you have retired, your financial world is not set in stone. Things change in retirement just as they do in your working life. Having advice on hand when you need it is just as valuable in retirement as it is before you retire.

LEARN MORE ABOUT FINANCIAL PLANNING

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

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WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!