Financial independence is not solely about ‘retirement’. Rather, it is being in the position where you have enough income from investments whereupon you can choose either to cease employment entirely (‘retirement’) or, pursue a role, occupation or personal interest that may generate a much smaller level of income (or even no income at all).
So, whatever your plans, we can assist you achieve financial independence and enjoy the lifestyle flexibility that comes with being financially independent.
Key to this is:
Understanding how much investment income you require per annum and by when, and by association, the amount of capital required to provide the investment income for the desired term;
Identifying tax effective strategies which can be adopted to reduce any tax payable so that there is both more money available to invest and, more of the investment earnings are retained and available for reinvestment or to be drawn as income;
Assisting you manage your wealth on an ongoing basis during this period of your life to ensure your investment capital lasts for as long as you need it to.
