Retirement

What potential clients often think we do versus what we actually do

Potential clients often come to us with questions about their pensions and investments. Retirement planning covers many other areas.

Why we don't offer one-off financial planning and advice

We don't offer one-off financial planning and advice, believing the value of financial planning is maximised with an ongoing relationship.

Using risk based guardrails for retirement planning

We've looked at Bengen and the Guyton-Klinger approaches. We now look at risk-based guardrails and how these are implemented.

Using the Guyton Klinger withdrawal guardrails for retirement income

The previous three articles looked at Bengen's inflation-adjusted withdrawals. We now look at Guyton-Klinger's withdrawal rate guardrails.

Sequence of Returns Risk - what is it and should I be worried? 2022 edition

The markets in 2022 got off to a turbulent start, and many retirees were worried about the sustainability of their retirement portfolios.

One-Page Financial Plan - what is it and how can it help with retirement planning?

The one-page financial plan helps you distil your goals and action points into a concise format, enabling retirees to focus on what matters.

'Planning for retirement: Your guide to financial freedom' shortlisted for an award.

Noel's book, 'Planning for Retirement: Your guide to financial freedom' has been nominated for an award by Investing Reviews!

Financial Adviser vs Financial Planner: What's the difference

This blog takes a deep dive and helps you to find a financial adviser to help with your retirement planning.

How much does a financial adviser cost for retirement planning (and am I getting good value)?

We help you calculate what you are paying for your retirement planning and advice and whether you are getting good value.

The five stages of planning for a successful retirement

What are the five stages of planning for a successful retirement? Why you need to consider more than just selecting the "best" investments.