December 2020

Our Top 2 Retirement Reads

Leave a Comment / Blog, Retirement, Uncategorized / Toni Bremner

Photo by Sincerely Media on Unsplash At Alex Wardle, retirement is topic we’re passionate about, and we love seeing our clients through this life stage – both in terms of the financial impact of it and the psychological adjustment to it. As avid readers, we’ve perused our fair share of books on this topic, and while there are plenty of […]

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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.