The All-Encompassing Lifestyle Financial Planning Service

Your Retirement

There are 60 Transitions that we may experience in a Lifetime at varying ages and stages that are unique to us.  Retirement (or reaching Financial Independence as we now term it) is one that can be planned for.  It is also the Transition that we tend to put on the back-burner.  Now that retirement ages are forever creeping higher is it in fact a retirement Transition any more or is it just a lifestyle change? Change of career? Gap year or more?  For women especially, as  due to having other responsibilities in life, they often face challenges in securing financial independence with their pension pots often being 43% lower than a man’s according to research conducted by Royal London. Women also live longer than men generally.

Do You have a clear vision of how you want to spend your time in “retirement” and when?

Understand the meaning of an EPIC retirement/change of lifestyle by watching our video.

As the idea of retirement has changed, let us explore with you not only how much you need to change your lifestyle but also what it is you are ‘retiring’ to.  We also want to ensure that you have enough money to sleep at night and enough purpose and passion to be excited to get up in the morning.

  • Take our Return on Life wellbeing questionnaire to see how you can improve your life with the money you have.  It also looks at other areas such as residence, leisure, health, relationships, work/business, security.
Are you managing money in a way that improves your life? Are you on the right course?

Take our questionnaire to find out