October 2020

Adjusting to Retirement Mentally and Financially

Leave a Comment / Blog, Retirement / Toni Bremner

Photo by Eddy Klaus on Unsplash Periods of change can bring about new challenges or new opportunities, but they can also be overwhelming and a little scary. Retirement is no different and adjusting to it may not be so easy for some, but a little guidance along the way can make all the difference. To help you better adjust to this new life stage mentally […]

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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.