Are you planning for retirement?

  • Are you in your 50s or early 60s?
  • Have you started to think about your desired retirement lifestyle?
  • Do you need help assessing your current pension provision?
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Are you hoping to retire soon?

  • Are you ready to retire or transition to part-time work?
  • Do you need clarity on your financial situation during retirement?
  • Are you concerned you won’t have enough to live your desired lifestyle?
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Are you already retired?

  • Are you fulfilling your retirement aspirations?
  • Are you concerned about the sustainability of your finances?
  • Do you want to leave a financial legacy for your family?
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Are you a business owner?

  • Is the financial side of your business complementing your personal finances?
  • Do have structures in place to protect your business and your family?
  • Do you have a plan in place for your future exit and subsequent retirement?
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Are you a professional adviser?

  • Do you find client retention to be time-consuming, costly and impractical?
  • Does your duty of care require you to recommend financial professionals?
  • Are you looking to collaborate with a knowledgeable and experienced team?
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