Paul Fyfe Financial Planning © Authorised Financial Services Provider No 13557 and a division of the Fyfe Group of Companies
About Retirement Planning.
Problem Facing Retirees.
Problems can be numerous but can generally be summed up as follows:
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Failure to plan and review your plan at least annually
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Living to long meaning we need more than we expected for our retirement
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Spending our retirement funds before normal retirement
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A gap between what we were earning and what we receive as a pension
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Retrenchment putting paid to some of your well founded plans
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Medical costs which are rising at astronomical rates
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Starting to late in an investment program
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Making poor investment decisions
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Finding a suitably qualified Financial Planner is the first step in starting out to correct the situation.
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It is never to late to do something about it -
What is Retirement Planning.
Financial Planning is the process of determining how an individual can meet their life goals through the proper management of their financial resources. Life Goals can include a comfortable retirement, buying a home, saving for a child’s education or starting a business.
The Financial Planner is a trained and qualified professional who uses the Financial
Planning process to help clients figure out how to meet these goals. He will take
a “big picture” view of your financial affairs and make recommendations based on
your needs, lifestyle, -
Financial Planning consists of six distinct steps. It is this six step approach that sets financial planners apart. Call today for a free six step analysis.
