What does retirement mean to you? For some, it’s about never having to work again. For others, it’s about having financial freedom—the ability to choose whether to work or not, while still maintaining their desired lifestyle.
Regardless of the definition, the key to a comfortable retirement is proper financial planning. In this podcast we explore the important factors that determine how much you need to retire and common mistakes to avoid.
Spending time as a chartered accountant in the corporate world gave me perspective on the importance of financial planning for a company. Every company I worked with had an accountant or an army of accountants. This led me to wonder: why are there no accountants for your personal finances?
My clients seek my assistance for a comprehensive financial plan or on specific areas of personal finances that they are concerned with. Sometimes, it could just be as simple as understanding and making a comparison between products. My advice helps save time and money, but more importantly, it’s to prevent anyone from making costly errors due to a lack of better judgement. As an independent adviser, I am not tied to any financial institutions, which makes my recommendations impartial.
I put myself in your shoes to understand your perspective and way of life, so I can help plan, identify potential risks, and find the best solution for you.
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