i am...
approaching retirement

Financial advice for those about to retire

  • what are the options available for taking my pension?
  • if I downsize my property what should I do with the capital I raise?
  • I want to see the world when I retire - can my pension fund this?
  • I would really love a second home - can I afford it?
  • how exposed should my investments be this close to retirement?
  • will my savings and pensions let me continue my current lifestyle?
  • how can I give my children some financial support with my grandchildren
  • I am terminally ill and I need to know how I can support my family
  • at my age comprehensive private health costs a fortune what are my options?


How you plan your retirement financially can have a significant effect on the amount of money available to you and what you can do with it.

As you enter this stage of your life you should be looking forward to a happy and productive period of your life, not worrying about how you're going to pay the bills.

A LifeLong™ financial plan and advice from a financial planner can make all the difference to how you spend your retirement.


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