Planning to be financially independent

We prefer using the words “Financial Independence Day Planning” to “Retirement Planning”. Financial Independence Day is the day that you have built sufficient reserves to allow you to decide whether you go to work that day or do something totally different.

We’ll work closely with you to help achieve this goal as follows:

  • When do you want to be Financially Independent? (how old will you be?)
  • What will you want to do when you achieve this?
  • How much income per month will you need? ( we’ll share the experiences of our Clients who are already Financially Independent and the reality of what you will need!)
  • What income will your current Planning give you?
  • Is there the likelihood of an “income shortfall”?
  • If so then how do we address this gap tax efficiently?

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.