Longer lifespans and higher inflation raises this risk.  However, we can analyse where you are now, where you need to be, and advise how best to get there.

How much you need to save is different for everyone and depends on your own unique situation.  The more you save today and the earlier you start can make a big difference in retirement.   We can check to see if you’re saving enough now and recommend adjustments to meet your retirement goals.

Trying to figure out what age you can retire comfortably is hard.  If you retire too early, you may not have enough savings built up to live off in later years.  If you retire too late, you risk missing out on having time free to do the things you love.  We can “run the numbers” to give you peace of mind so you know when you can retire comfortably and have the time to do the things you love.

Knowing where to draw income from in retirement is critical to enjoying the lifestyle you want in retirement. We can give advice on the best way for you to supplement your retirement income.

Loss of a loved in before or during retirement is a heart-breaking situation.  Sadly, this can also have a devasting impact on the survivor financially if the right plan  is not in place.  Fortunately, we are able to provide solutions that can reduce your financial impact on your situation both before and during retirement plan.

Knowing how much you can leave as an inheritance to love ones while balancing the need to keep sufficient funds to enjoy your retirement until your passing can be challenging.  Luckily, we are able to provide answers to this problem through our unique financial forecasting methods.