Pension Planning

Many of our clients initially came to us with a file full of pension policies and schemes they have accumulated.  They hope these contracts will provide for their retirement.

Our starting point is to analyse and make sense of the contracts you have.  We will then determine based on your current plans what sort of retirement you are looking forward to and what outcomes you would like to achieve. Once this is established we will provide solutions on how we can achieve those outcomes.

Ongoing investment portfolio management will also be key to ensuring that you have confidence in your retirement planning moving forwards.