Retirees

Clear Retirement

We encourage our clients to think bigger about their lives, by understanding their goals and objectives whilst trying to make the very best use of their resources. We believe that by making decisions in the context of a financial plan, it will make a difference to the lives of our clients. Having worked with our retired clients for over ten years now, we feel that we have an understanding of their issues and concerns.

Money issues

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Will I have enough?
Can I maintain my desired lifestyle indefinitely without running out of money?

Managing income in retirement

What will my income be and will it be sufficient?

Keeping things simple

A place for everything and everything in its place.

Investment concerns

Is my capital safe? What investment returns do I need?

Pensions

Are my existing pension products suitable? What are my state pension entitlements?

Family issues

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Estate Planning

Ensuring my assets are passed on to loved ones in the most tax efficient manner.

Start in Life

Having funds available to help children in purchasing property or getting married.

Long term care

Planning for the possibility of long-term care.

Case studies

Retirement Planning

Paddy (55) and Eileen (54) – Married
Business Owners

2 children (ages 27 & 29)

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At Retirement

Joseph (64) and Mary (63) – Married

Business Owners

4 children (ages 27- 36)

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Lifestyle issues

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Health

Maintaining good health in retirement.

Retirement plan

How will you spend your time? Mental stimulation. Social engagement. Day to day routine. Maintaining identity.

Peace of mind

Our on-going service provides clients with financial stewardship and peace of mind regarding their affairs.