Retirement Clarity Call
How Much Do You Need For A Comfortable Retirement?
Increasingly people approaching retirement are struggling to find answers to this all important question. There’s a theme going on here…people are having difficulty creating their own retirement roadmap.
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.
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.
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