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So far this year we have been further focusing our activity on retirement issues.  We believe that this is where we can really add value to our clients.  Some of the common issues we come across are:

  • Understanding my options
  • Confidence that my decisions are right
  • Getting clear on how much is enough
  • Don’t lose my money!!!
  • Having the ‘right’ investments in place
  • Making sure I’m taking the ‘right’ amount of risk
  • Having enough to live on……forever
  • Making sure my loved ones are protected
  • Providing for my children / grandchildren
  • Being kept informed

Clients don’t generally have great demands but they do expect transparency and communication from us, something we always keep in mind.

So, onwards and upwards and we are excited about being able to help more clients with retirement related issues.