Is Your Retirement Fulfilling?
Throughout your working life, you’ve talked and dreamed about your retirement. A time when you get more time for family. More time for holidays. More time for fun.
Yet many retirees contact me because they are bogged down with tax, market returns and concerns about whether they have enough money.
Can you relate to this?
The truth is proper retirement planning is a specialised service. If your initial planning was not done extensively, sooner or later, the cracks will show. If left unattended, this can severely erode your wealth and affect your health and well-being.
This is exactly why I created Retirement Wellness. My intention is to help retirees make the most of their wealth. I realise that my qualifications are of no benefit if I cannot use them to help people.
By taking a holistic view of your finance, I am able to identify opportunities to grow your wealth and reduce your tax. In this way, I become a partner to your success and not an expense.
But this is not just about saving tax or investing wisely. This is about enjoying life; making the most of it whilst you are fit and able to.
I’ve helped many retirees take more control of their wealth. This has given them the peace of mind to enjoy retirement again.
If you have a feeling that your money should be working better for you, it probably could. Contact me to experience Retirement Wellness.
031 502 5661 / 084 44 44 686