September 2020

I’ve Retired. Now What?

Leave a Comment / Blog, Retirement / Toni Bremner

Photo by Annie Spratt on Unsplash Retirement is a big adjustment and can be quite a shock to one’s system! As humans we are naturally resistant to change and disruptions in our systems, even if these changes are good for us! Security and comfort are what we cling to when things are uncertain, and we tend to turn to what is most familiar […]

I’ve Retired. Now What? Read More »

Everyone is at a different stage in life. Perhaps you have teenage children and need advice on how to pay for their tertiary education. Or maybe you only have two years’ worth of pay cheques left, and need to know how to make sure you can live comfortably in your retirement.

Whatever your requirements, we understand that entrusting someone with your financial future can be scary. You want someone you can rely on, and whose honesty, morals and integrity are beyond reproach. Someone ethical and understanding, who will take the time to fully understand your needs, and then find a solution that meets them.

You also need someone who understands that life is not static. Your circumstances and needs are constantly evolving. This is why effective financial planning should always be a work in progress.