Are you worried about running out of money in retirement?
Do you feel you’re winging your retirement? Do you know how much you will need each year of retirement? Is your property portfolio in a healthy position (if you have one)? You can live the life you want – it’s just about making sure you get started ASAP.
Will you have enough to last you 20, 30, or 40 years into retirement?
Are you hoping the government will look after you alone?
Are all your retirement funds tied up in a house?
Do you have a clear vision of what retirement will look like for you?
Having worked in the industry for 31 years and helped thousands of people with their retirement plan, I have heard all these questions and many more that you may not have even thought about.
My goal is to help you be prepared for when you are ready to enjoy your retirement.
A plan to suit your lifestyle
Everybody has different retirement needs. Even if retirement seems a lifetime away, it is worth starting planning for it earlier in life rather than later. A good way to start planning is to think about what your goals will be when you retire.
Do you want to explore new places, take up a new hobby, joining clubs or going out to restaurants and shows?
My goal is to help you plan for your future retirement. Together we can take an indepth look at your finances to work out how to make you debt free faster so that you will have extra money to do all the things you love.
Meet James & Lynda
James & Lynda were your average family with 1 child who was leaving home. They had just reached their mid 40’s and were starting to think about a retirement plan.
Once they retire, they would like to travel more and take up some new hobbies they don’t have the time to pursue just yet. However, they are still paying for their mortgage and they worried they would not be able to save much cash.
We took some time to look at their finances and to understand what their goals would be when they finally will be off work. We set up a new mortgage plan so they can now repay their mortgage 4 years faster, which will allow them to have more spending money available to fulfill their future plans.
Ready to discover if Keith & the team can help you?
Our initial conversation is short and sweet. I know your time is valuable (like mine) and we will quickly decide if I can help you on your journey to success. At the end of the call, we will either start our 5 process or I will point you in the right direction.
I would therefore happily recommend Keith's services and could not have asked for a more professional and knowledgeable broker to act on my behalf.
The next step, to peace of mind…
Every client we talk to is different. Different challenges & different dreams. Take advantage of our FREE no-obligation Discovery Session. We will have a good comprehensive chat to address your specific needs and goals.
We will cover several points including:
- What debt structure will pay any loans or mortgages off the fastest.
- How to plan for a thriving retirement, not just a surviving retirement.
- Making sure you have the key downsides covered (that does not always mean insurance).
- Discuss what your legacy could look like.
- Answer any questions that have been weighing on your mind.
Keith will conduct the sessions (15 minute & 1 hour sessions), which are normally valued at $200. However, we are offering the sessions FREE to people that are serious about wanting to get the best out of their finances.
These are no-obligation sessions. If we can help you it could change your life for the better - if not you will walk away being more informed.