Accumulating for Retirement
In helping you accumulate for your retirement (including funding your children’s tertiary education), we understand one thing: the result of decisions made today will only be known years later. As such, we take you through a detailed process that spans weeks and up to nearly 30 hours.
Using the diverse expertise of our team, the experience we have gained over the years in financial markets, and in sitting on national pension scheme panels, as well as utilizing brain-based tools such as Emergenetics, we carefully craft a financial plan, integrated with an investment plan for you.
Drawing-Down in Retirement
In helping you draw down from your retirement nest egg, we understand one thing: reliability of income is more important than return on investment at this phase of your life.
Using our proprietary retirement methodology “RetirewellTM”, we will design a plan that will give you a safe and reliable stream of income for the rest of your life, with provisions for legacy in the event of demise, so that you can live up your retirement with peace of mind.