The Value We Add.

We only engage with potential clients where we feel we can add lasting value that will change their lives for good.

The Value We Add

Initial Retirement Planning Process

20%

Establishing realistic and achievable goals and objectives

This involves working with our clients to help them identify and establish their financial goals and objectives. We will revisit these as we build the retirement plan.

We frequently find that our clients are not aware of how much they are currently spending. We work with them to understand current outflows, how this is likely to change as they transition into retirement and identify where savings may need to be made.

Thorough analysis of expenditure and budget optimisations

20%

50%

Creation of your retirement plan

This is where your financial future is brought into the present. Enabling you to make the changes now, to ensure you can continue to live your desired lifestyle without fear of running out of money.

10%

Ongoing Retirement Planning Process

Here, we ensure existing and new money is best positioned to help you achieve your goals, making changes where required.

Analysis of current investments and recommendations aligned with your risk profile and risk required to deliver the plan

50%

Sticking to the plan

We use our skills, experience and knowledge to help you to make better financial decisions.

For example, in times of market volatility we will strive to ensure you do not make impulsive decisions, showing you that temporary (and history has proven they are always temporary) market drops are the price you have to accept for longer terms returns.

We find having a clear set of objectives and a robust retirement plan helps clients to stay on track in times of uncertainty.

25%

Providing financial security, clarity and peace of mind

We ensure your objectives and goals continue to remain current and regularly review your progress towards achieving them, including working with you to stick to agreed spending/savings goals.

15%

Objectivity

We offer independent and impartial advice and can act as a sounding board when you are making emotionally driven financial decisions.

10%

Ensuring your retirement savings remain optimised

Taxation legislation is continually changing.

We will keep you up to date and make sure that your retirement plan is as tax-efficient as possible.

We don't:

We don't

Pick winning funds, countries or sectors

We don't

Make any financial predictions

Book in a quick call:

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We can help you plan for retirement so that you feel secure and confident that you can live the life that you desire and deserve. It all starts with a phone call.

You can book in a quick, free discovery call with Noel below:

Noel Watson

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