Approaching Retirement

Are you feeling more nervous than you are excited about this next stage of your life?

Your plans

You have plans for what you want to experience, and places you want to go. Retirement can be an open book for what you want to do but deep down, are you more stressed than you should be about this exciting time?

The problem

You’ve become so accustomed to the security of a regular income over the last 40 plus years but soon enough, you’ll have no money coming in. Hopefully, your nest egg is enough to not only cover the necessities but also to live the life you’ve always imagined. You just need some clarity about what your finances look like once you retire or after you sell your business.

The worry

You’ve got money, but will it be enough? Is your money where it should be? Is your decision to retire realistic or is it a bit reckless? You’ve got a lot of questions, but you need more answers. It’s time to work out whether you’re doing the right things and put you on the path to freedom and fulfilment.

Your plan of attack starts with a phone call

Our support and advice

At Perron Financial Group, we work with people approaching retirement every day. We partner with you to:

  • Get clear

    Understand your money and how it’s invested, be clear on how much you can spend on the retirement wish list and if you actually have ‘enough’

     

  • Go and live your life!

    Money is supposed to help you live your life, it’s not supposed to weigh you down. Make the right moves so you can spend on the important things without second-guessing what you’re doing.

  • Gain confidence

    Know that you’re doing the right things, for your retirement, every step of the way

We don’t get you set up and then disappear into the sunset. We’ll be in your corner to navigate changes in the economy and making sure you stay on track and confident about your money in retirement.

The result? You’ll feel comfortable to do what you want, travel where you want, spend on the important things and pursue lifelong ambitions without the worry of money weighing you down.

Retirement should be some of the best years of your life. You should feel free to do what you want without worrying about money because you’ve worked countless hours, sacrificed, saved, borrowed and laboured to build for this future.

Schedule a free phone call

So how much is enough for your retirement?

Being confident in retirement is all about knowing exactly where your money is and having strategies in place to protect and grow your nest egg so you have the comfort of knowing your future is secured, and that you’re doing all the right things  to make the most of what you have.

The certainty you’re looking for starts with a casual, no-strings-attached chat.

Book a 15 min phone chat
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