Desired Retirement Age
How Many Years Until Retirement
Funds Available to Invest (What could you afford to contribute per month if required)?
How comfortable are you about achieving your retirement goals?
The information in this section will contribute to your strategy around your capacity to invest, your investment timeline and your potential to reduce tax. (If you don’t have exact figures please provide your best estimate)
This section will assist us to establish a start point and work our your wealth gap. Once we know your wealth gap we can develop your investment timeline to be achieved by your ideal retirement age. (If you don’t have exact figures please provide your best estimate)