Retirement Planning

-Planning for Retirement is about your Future Financial Independence.
-Annual Pension Investing should be tailored to minimise income tax.
-Pension investments complement a wider portfolio of post income-tax investments.
-Use low cost Pension structures.

What is your Retirement Income need?
Estimating your future personal expenses in retirement will help you to create a Pension Investment plan that makes sense for you.

Are pension investments higher cost than many other investments?
Yes! That’s why it is important to understand how pension investments reduce income tax paid at the higher income tax rate. Pension investments are a tax driven part of your longer term wealth management strategy.


☺ We help you to create a retirement plan roadmap (spreadsheet with financial targets and timeframe).
☺ Comprehensive risk assessment support to help guide you with your investment decisions.
☺ Compare charges across pension providers.
☺ Annual fund performance and tax review.

5 STEP PROCESS to estimate your income replacement need in retirement  contact us
Tips on how a property can be purchased with your pension  contact us
Retirement Bonds, ARFs and PRSA’s and Personal Pensions explained  contact us
Compare Active Managed Funds to Passive Managed Funds  contact us
Free consultation to find out how to further improve your own pension planning, contact us