Retirement Planning
Retirement means different things to different people. Whether you’re looking to continue to work in one capacity or another, embark on a new project or hang up the metaphorical suit for good, financial freedom allows you to choose the path you want to pursue.
At Western Next, relationships are everything. Only through a deep understanding of your business, your family, and your aspirations can we build a financial plan designed to meet your goals and ambitions.
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Of course, retirement is not only about having the right financial plan in place (although it doesn’t hurt). It’s more important to recognise that a change in one area of your life means a change in other areas too, whether that’s having more leisure or family time, setting up a new business, or even relocating. Having a well-prepared retirement plan can give you options and flexibility as to how you can achieve your goals.
Whatever retirement looks like for you, it’s important to review your situation and make plans now so that you have the freedom to enjoy the time when it comes, however, you choose to fill it.
Planning for retirement: LIFE considerations
It’s important to think about the long-term. This includes big questions such as where you want to live, how you want to spend your time and what you want to achieve, either for yourself or others.
To ensure you can make the most of your retirement you should understand what you expect to need in terms of income and at what time in life. Look across your potential sources of retirement income and consider if they are likely to meet your expectations and needs. A Wealth Planner can help you build a cashflow forecast to model your retirement and help you understand the options you may have available.
Your retirement won’t just affect you and it’s important to consider your loved ones. Your family situation may well change over the course of your retirement, including changes due to death or divorce, or perhaps welcoming new partners and possibly even grandchildren.
Financial independence gives you the freedom to continue to work, retire, or find a middle ground when it suits you. Whether it’s more of the same or something new, be sure to fill your retirement with the things – and people – you love.
If you want to understand what your financial future might look like, book a meeting with one of our chartered wealth planners.
Our Promise to you
We start by asking the right questions
Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be more than happy to talk about your future.
Committed to Excellence
All our advisers have, or are working towards, chartered status.
Relationships are everything
We offer an exceptional private banking style service over the long-term.
Local Knowledge
Regionally based, our advisers have strong local professional networks.
Becoming a Client
Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be more than happy to talk about your future.