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Life stages

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The pre-retirement years

Financial planning for every stage of your life

This is the stage when your family is becoming independent. Your earnings are at their peak and you are approaching retirement. You are preparing your finances and future plans prior to your retirement. 

During this life period, you will want to pay off your mortgage and other liabilities, grow retirement savings, review you pension, send your children to college or university, your working commitments and plan for retirement. 

Reviewing your investments for retirement and checking your asset allocation will be important, since post-retirement you may not have a regular income, so start evaluating your options. Review your investments to ensure they will give you the benefits you require.

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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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