Our Process
Your path/roadmap to living your best life in retirement
without fear of running out of money, no matter what
happens...
You want to:
Choose whether to work or not
Travel the world on a whim
Focus on your passion and hobbies
Spend time with your family and friends
But have no clarity or confidence you’ll have enough money to support your lifestyle for the rest of your life…
Truth is, nothing changes unless you take decisive action.
Why work with Jigsaw Private Wealth?
Our process is simply to show you how you can live your best life in
retirement without running out of money, in plain English.
The reality is many Financial Planners have too many clients they don't
or can't serve. Try to be all things to all people. Or they want to sell you
a product or investment service that doesn't serve you. We don't...
Our role is to sit by your side as your guide. To help you gain clarity
about your financial position. Provide direction through a well thought
out step-by-step retirement roadmap...
Your Roadmap To Retirement Freedom…
STEP #1 Book a Retirement Clarity Call - 15 mins
A no-strings attached chat about your current retirement challenges and questions. We’ll provide insights and a roadmap so you can gain more clarity and confidence about life in retirement. If there’s a fit we’ll book a next call.
STEP #2 Retirement Scoping Session - Complimentary
Via zoom or in-person meeting to map out what you want from retirement. Identifying what you are currently doing and what will potentially get in the way of you financing a comfortable retirement lifestyle. If we both believe there’s a good fit and we can offer value multiples times above our fee, we’ll book the next session.
STEP #3 Retirement Planning Session
Setting a strong foundation so you can make confident financial decisions. We’ll listen to what you want out of retirement which will highlight your individual goals and the cost of those goals.
STEP #4 Retirement Feasibility Session
Prescription without diagnosis is malpractice. We’ll roll up our sleeves and crunch your numbers with the sole purpose of knowing whether you can afford your retirement lifestyle or not. Leaving no stone unturned you’ll know all your options while all gaps and blind spots which may hurt you in retirement are identified. You’ll have everything you need as we collaborate and guide you on crafting your feasible plan tailored to your individual needs and requirements.
STEP #5 Retirement Roadmap Session
Protecting you from life’s surprises and optimising your plan. Your retirement plan is sorted and customised. We’ll walk you through every aspect of your plan so you understand how it all works.
STEP #6 Retirement Guide
It’s time to implement, after all no progress is made unless you implement. We’ll complete all the paperwork for you to start implementing your plan. Keeping you informed at all times. You’ll have regular meetings to review, keep up to date and make any necessary changes. You’ll only ever be a phone call away from your adviser if you have a question or need to discuss anything relating to your plan. You’ll have more clarity, confidence and more importantly control to live life the way you want to.