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| Planning for Your Future Retirement
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Having
the retirement of your dreams takes planning. In many cases you
may have 30 or more years to seriously think about what you want
to do in retirement and how you are going to get there. Time can
either be your greatest asset or your worst enemy. If you start
early, time is on your side and your money can work hard for you.
If you wait until retirement is just a few years away then you will
have very little time to catch up.
Our Approach
We
encourage our clients to be actively involved instead of passively ignorant
of their financial well being. To quote George Bernard Shaw, “When
the purse is low, it is too late to start to economise.”
Our approach is based on the conviction that ones financial destiny does
not happen by itself, it is something to be achieved. We believe that
clients have a right to be properly informed about all the important and
relevant fundamentals of their financial portfolio.
To this end, we assist clients with a service known as an Individual
Financial Needs Analysis. This enables them to gain a full understanding
of their current insurance and investment portfolios in order to make
the necessary changes to match current needs and future goals. We also
assist Corporate Clients in guiding employees
with their retirement planning and thus ultimately establishing their
retirement plan in conjunction with the employer's, Employee Benefit Scheme.
We are proudly associated with a number of leading financial services providers including
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