Derek and Sue were in their late 50s and were hoping to retire sooner rather than later. They had dreams of travelling extensively, but understood that they had to get a plan in place to securely and successfully manage their income in retirement.
Thinking about retirement? | Securing a fulfilling lifestyle beyond work | BlueSKY
Whether it’s just around the corner or a milestone you’re working towards, retirement should be an exciting prospect and an opportunity to fulfil your lifelong goals.
You might envision travelling the world, spending more time with family, volunteering for a cause you’re passionate about or simply taking it easy. Nevertheless, the thought of making important financial decisions, which will affect the rest of your life, is certain to trigger some feelings of uncertainty.
If you’re in your 50s or 60s, retiring successfully requires careful planning. Whatever stage you’re at, you will undoubtedly have questions about the transition from work to retirement.
What our clients say about us
The questions we will help you answer
Am I saving enough towards my retirement?
Are my retirement goals realistic and achievable?
Will my spouse be financially secure in the event of my death?
How can I ensure my money won’t run out?
There are so many options available, how do I decide which is best?
What will the future look like?
If you’re aspiring to retire in the next 10 to 15 years or even sooner, you’re probably looking for someone who can answer your questions, reassure you about the future and create a plan that best places your money in relation to your most deeply-felt life goals.
We have over 20 years’ experience in collaboratively working with people who are planning their retirement to secure a stable and fulfilling lifestyle beyond work.
Here’s what we do:
- We take the time to get to know you and your goals for the future. We never talk about your money straight away; we believe that creating a trusting and understanding relationship is the best way to ensure your financial plan has your best interests at its heart.
- We will then address your initial concerns. If you’re worried about not having enough money to retire or live your desired lifestyle, we will provide reassurance and show you what’s possible.
- We will review your existing pensions, savings and investments, establishing a full financial profile and making sense of what you have. We will also deal with all providers and paperwork so that you don’t have to. At the end of this stage, you will have a full financial plan that includes recommendations to get you on track to meeting your retirement goals.
- We will work with you on an ongoing basis, guiding you from the planning stage to the day you retire and beyond. As your circumstances, needs and goals change over time, you can be sure that we will work with you to keep your financial future secure.