Regular Check Up

Your situation is changing all the time.  Your goals are often changing regularly as well.  The government is changing the rules.  Interest rates are changing.  There is chaos overseas.  Investment returns can be volatile.  The cost of living is going up.

Amongst all of this, many people have questions like:

  • Am I going to be ok?
  • Will I still be able to retire?
  • How much will I be able to live on?
  • Am I going to run out of money?
  • Do I need to do anything different?

We can help clients to understand how things will affect them. We can help illustrate the likely impact of different levels of spending, different market returns, different retirement dates.

We can help clients have peace of mind that they don’t need to make these decisions alone.