Changes in Government legislation and the Economic environment and changes in client circumstances make it necessary to regularly review the retirement plan, and where appropriate, update the plan so it continues to be effective and relevant to the client’s needs and objectives. When it comes to retirement planning everyone’s circumstances are different reason it is important to obtain personalized financial planning advice, the advice needs to get to know you and your circumstances before providing the right advice.
Retirees are more concerned about wealth protection and spending with a focus on ensuring a steady income stream throughout retirement rather than growing wealth. Decisions need to be made on how to invest in the most tax effective manner, but always considering a client’s appetite for risk. In addition to financial needs, consideration needs to be given to how retirement will be lived from a non-financial goals perspective, such as hobbies or what they would like to achieve in retirement.



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