High profile executive transitioning to retirement

High profile executive transitioning to retirement

You are highly successful in your professional career and you’ve worked incredibly hard to get to where you are. You’ve paid off your mortgage and now you seek to turbo-charge your retirement savings. You’re time poor and you want peace of mind your wealth is working hard for you.  You want confidence about:

  • Do I have the right cover and level of insurance to protect me and my family?
  • Am I creating significant wealth outside of my home?
  • Do I have a retirement plan in place that enables me to confidently retire when I want to?
  • Will I receive independent, expert financial advice?
  • Will I get exposure to best of breed investments?
  • Will my wealth be passed onto my family in the most tax efficient way?

To arrange a confidential initial discussion:

Call 02 8084 0453 ►  Email me ►  How much does it cost? ►

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