People view retirement as ensuring we have enough income during old age. For
retirement planning is completely different. This can happen from 50 yrs of age. Surely that is not old age?!
advise clients on developing a financial strategy for their retiring years.
- Investing in tax-free pension funds
- Generation of income from pension funds
- How to borrow within your pension fund for higher exposure/risk
- Traditional & geared fund options
- Self-administered and self-directed pension options
- Wrapping property into your pension
- Pension fund investment post-retirement
- Succession planning for your family from pension funds.

If you are a company director or self-employed, you can manage your own pension fund directly and decide where to invest, when to sell and what to buy. You can leverage your pension fund to borrow for property purchase. These are higher risk options but attractive for the suitable pension fund investor.