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.

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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.

I Want To Book A Retirement Clarity Call

Here's what our Clients Say...

    
 
 
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   Murray Flick 
 
 
 
  We first contacted Jigsaw Private Wealth with no real idea of what our retirement would look like,
After speaking with Glenn we now have complete clarity and confidence in how we will be spending our golden years.
Very excited!!
  
 
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   Michele Flick 
 
 
 
  Excellent communication and thorough financial planning advice. Very happy with our tailored plan approach. Looking forward to the future with confidence.
  
 
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   Michael Sharrott 
 
 
 
  Working with Jigsaw Private Wealth and Glenn has provided us a structured approach.to define what retirement means for us, and the goals to get there. This led to a strategy and plan giving us confidence that we can achieve those goals.  The ongoing support and advice has led to plan adjustments and we are well on track.  I have no hesitation in recommending Jigsaw Private Wealth and Glenn.
  
 
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   Gayle Hof 
 
 
 
  When we first heard about Glenn and his retirement financial advice we thought we where a long way from ever being able to retire, yet we desperately wanted to get out and start really living life before it was too late. We reached out to Glenn and it was decided that we could work together, that was 4 years ago. Glenn was able to show us how we could make the most of what we had and to our surprise found we could retire well before we had ever imagined. In fact within 2 years of working with Glenn we retired and have been living our dream travelling since then. Our relationship with Glenn has always been via remote means, as we live in different states, his friendly relaxed manner on our video meetings has enabled us to develop a confident relationship with him and his team; who have manage all paperwork electronically with ease. We would highly recommend Glenn, he has given us the confidence to know what we are able to achieve in our retirement. We think the best thing about meeting and working with Glenn is that we have don’t need to stress about our finances. Glenn has been able to show us ( in easy to understand ways) what was possible and with regular check ins we are able to feel confident that we are on track and free to enjoy our retirement.
  
 
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   Karen Goh 
 
 
 
  Glenn Doherty has been great for us as we first signed up to his emails and found them very informative but we were apprehensive as we are in Perth WA.
However, after the initial free consultation via a phone call and then via Zoom, we felt really comfortable and confident that we could work with Glenn to achieve our Retirement goals.
We had met with a few other Financial Advisors in WA so we have done our research and to date Glenn has been very helpful and responsive and nothing is too much trouble, always explaining things clearly and being in touch all the time.
Thank You. Regards Tim and Karen