Retirement Action Plan
Challenging times call for a calm and measured review.
A time where everything you know about your investing journey has been challenged.
Maybe you’re thinking the retirement you were planning is now of reach.
Perhaps, your thinking about ramping up your efforts.
Or maybe you’re looking to take advantage of the current climate.
Before you make any decision relating to your money, here is an action plan to guide you to your best financial decisions.
Retirement Action Plan:
Your personal invitation to a Secure Your Retirement Strategy Call:
To help you navigate through this period of unprecedented turmoil and disruption, I’ve opened up a spot on my calendar for you.
So, I’d love to offer you a complimentary 1 one 1 “Secure Your Retirement Strategy Call“ with me.
It’s a simple way to help you figure out the right money moves you can make right now and thrive on the other side.
Many lack a proven process to get them back on track when events like these blow them off course.
Here’s what we’ll cover on your call:
#1 Help you unpack your most pressing issues and concerns right now.
#2 Uncover what needs to change, if anything, what to pivot and prioritise in order of importance.
#3 Figure out what’s working and what’s not.
#4 Come out with a clear action plan and next critical steps.
In times of unprecedented events, you’ll come out with a crystal clear gameplan.
You’ll be more confident about the future, knowing what you have control over.
Instead of feeling frustrated, unsure, you’ll be excited about what’s to come.
You’ll have your personalised gameplan to get you right back on track.
You got this!
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Glenn Doherty – CFP – Founder & Financial Organiser at Jigsaw Private Wealth
We conduct virtual client meetings!
Advice Disclaimer: Any reference in this publication to the provision of advice refers to advice of a generic nature, and should not be taken as product or investment recommendations. Before any action is taken based on the information provided, independent financial advice from a licensed financial adviser should be sought. Financial Freedom Project Pty Ltd ATF GA & DC Doherty Family Trust Trading as Jigsaw Private Wealth is a Corporate Authorised Representative of Exelsuper Advice Pty Ltd. The information contained in this publication is of a factual nature only and is not intended to constitute financial product advice. Information is current as at January 2020. This is an online information blog. It does not imply an offering of securities.