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Life stages

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Later retirement years

Financial planning for every stage of your life

This is a life stage when you will have found your patterns and routines in retirement. Your housing needs may change, and you may want to consider downsizing. Medical expenses may increase, and you will need to consider planning for possible care options. You may become less mobile and may need to take care of existing health issues.

Maintaining your retirement income through effective investment management and income tax planning remains a top priority. This is also a time to consider your reviewing your will and the need for long-term care. Maintaining up-to-date lasting powers of attorney and health care requirements will ensure that your loved ones have the ability to care for you in the event that such care becomes necessary.

Financially, this is a time to focus on estate preservation and estate maximisation. Goals may include managing savings to last and considering options for assisted living.

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How we join the dots

Our 6 stages to financial success:

  •   Step 1

    Identify your current financial situation

  •   Step 2

    Work with you to define your financial goals

  •   Step 3

    Assess your current financial situation

  •   Step 4

    Provide individual personal financial analysis

  •   Step 5

    Recommend and implement your financial plan

  •   Step 6

    Meet annually to re-evaluate and monitor your plan

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Contact us today

At Red Dot our duty is solely to you- our client. We can help you, your family and business with expert independent financial planning and take the time to understand your needs and goals. Planning for your future and building your wealth, protecting you and your loved ones and your business, is what we do. To see how we can help, please contact us today.

We can conduct our business from a distance via Telephone, Zoom, Skype, Email, Post and in person at any of our offices or an address of your choice. Please fill in our online form and we will get back to you.

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