RETIREMENT PLANNING

Financial advice isn’t just for those preparing for retirement - it’s also for those in retirement. By maximising your retirement nest egg you can realise goals you needn’t have thought were possible. By having the right structure and plan you can:

  • Ensure your funds will outlast you

  • Structure your investable assets in line with a risk profile that you are comfortable with

  • Implement tax effective benefits for your surviving spouse and dependants

  • Trust your Estate Planning to Les Mumme & Associates