Retirement isn’t just about a pension. Retirement isn’t even the same to everyone. Retirement is one of the most important decisions you’ll make in life. Let us help you prepare.
Ideals of what retirement looks like is very individual. Some people want to be active, travel the world and enjoy life to the full. Others may feel that their life has been active and even frantic whilst working and are looking to relax and recharge and taking a moment to enjoy just being free.
Retirement now isn’t really about just reaching a certain age and then switching off. It is about Financial Independence, giving you the freedom to live life in the way that you have always wanted to. This may even mean continuing to work, if that is what you enjoy, but safe in the knowledge you are working because you want to, not because you have to.
For some, retirement is forced upon them, whether this is through an illness, or possibly redundancy. Even when it is not forced, it can still be difficult to adapt and there is a certain nervousness about going into the unknown. We are here to help you through this process.
It is difficult to feel secure when you are moving from a situation where you are paid a salary each month that you know covers your day to day living. Whilst a pension income can replace a salary, it is unlikely to be at the same level and may not cover your regular expenses. We will do our best to smooth the process and ensure you have a regular income coming through at a level that meets your needs.
Our Financial Plans are ideal for those approaching retirement as not only will they help decide the most efficient way to take your pension income, they can also demonstrate how much income is sustainable throughout your lifetime, giving you the peace of mind that you will never run out of money.
As you would expect, the team at Aurea surpasses expectations in competence. You’ll be working with Certified Financial Planners and Chartered Wealth Managers.
Whilst you are not tied into a contract with us, our wish is to work with you throughout the different stages of your life, from the early stages of your family, through your work successes, to retirement and beyond.
We are deliberately a small company working with a select number of clients and their families. This means we get to know you and work with you as a member of the Aurea family.