Your retirement still seems a long way off. You have thought about it occasionally but haven’t given it top priority yet. What you have decided, however, is that you don’t want to spend time in the future worrying about your financial position. Your goal is to be as financially comfortable in your retirement as you are now. However, to achieve this you really need to take action today. Auren’s pension advisor is happy to help!
When it comes to the financial planning of your retirement, many pension advisors only look at the pension you build up and forget to consider the other components of your wealth, which need to be attended to too when planning your financial future. We can work with you to draw up personal pension advice that is tailor-made to your needs and wishes. We may even make a surprising recommendation, namely that in your case it may simply not be worth it to continue building up a pension, as other (better) options may be available.
Auren’s pension advisor gives you more
Unlike other pension advisors, at Auren we go further and give you more. Our pension advisor considers all the relevant factors when drawing up the plans (financial and otherwise) for your retirement. These factors include the value of any real estate you may own and the value of your business.
This is because many businessmen (and businesswomen) think they already have their pension ‘in the bag’. But do they? Is the business a real money-spinner? What happens if you stop running it or if you hand over the business for the next generation to run or sell it to a third party? Will this provide you with the funds you need to make your retirement financially comfortable? Our pension advisor will make sure you understand all the issues involved, allowing you to organise your affairs and actually enjoy the retirement you always wanted.
And what happens when your retirement comes to an end?
There will come a day when your retirement comes to an end. Have you ever thought about what you want your wealth to be used for when this day comes? Do you want your wealth to remain within your family or would you like to leave it to a good cause? Choose carefully, because your decisions will have major repercussions on your tax bill, for instance. We would be happy to advise you about wills.
Then let’s talk. Call us, write us
an e-mail or make an appointment.