Planning for a fulfilling retirement.

Today, we’re going to focus on starting with the end in sight.
Think about what you want your retirement to actually look like. Visualize yourself in those years.

What do you see yourself doing? Perhaps visiting friends or family who live far away? Maybe it’s taking up a new hobby, like learning a musical instrument.
Does your vision include returning to sports you love, like golf or tennis? Or perhaps there’s a passion project that has been simmering in the back of your mind, waiting for the right moment to be pursued.

The very first step in planning for a happy and enjoyable retirement is knowing what you truly want.

So, grab a pen and paper, and jot down two or three things that you would genuinely love to do.

Remember, the journey to a great retirement starts with a clear vision of what you want it to be. Take the time to plan, and look forward to a future that you can truly enjoy.

What Does the Financial Planning Review Cover?

We review all your pensions and calculate what your retirement income will look like. Based on that analysis, we can recommend a course of action so you can maximise your benefits. Very few employees we talk to have entered full-time employment from day one and stayed with the same employer for their whole working life. Employees call us worried about old pensions, career breaks, job sharing, working abroad, etc. Things are never straightforward until we produce your financial report. This is a fantastic no obligation review of your financial wellbeing.

We find that often employees do not fully understand all the fields on their payslip. This can lead to problems, such as not being on the right salary scale point for public sector employees, or not using all your tax breaks correctly.

Whether you need to protect your family’s future, mortgage or plan for inheritance taxes, it is key to have the right insurance policy for your needs. Furthermore, as part of the review, we will search the market for the best prices out there.

If you have more than 3-6 months pay in your bank account (your emergency fund), you are faced with questions how to use your money wisely. Should you increase your pension contributions, open a savings account for your children’s education, invest in bonds, etc.? The MadeSimple review makes these questions much easier to answer taking into account your tax position and financial objectives.

Ready to talk?

Keep it simple! Contact us now!