Retirement Strategy - Investment Management

We work with our clients to identify their income needs, capital costs - the must haves and the must wants.

By planning for all the expenditure requirements we can estimate how long your funds will last. Maybe the capital is sufficient that you never have a worry or maybe the standard of living desired will consume the capital well before your time runs out – in which case we’ll help you make the necessary changes. Your longevity, risk profile, and needs are all taken into account. Our process ensures that you always have two years of your spending requirements available in cash while the rest of the portfolio is spread across a range of assets which provide income, capital growth and diversification.

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