• “As your goals and personal life change, we help you FOCUS your plans on reducing debt and increasing retirement clarity.”

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Do you have excess cash flow now that your children have finished school or moved out?
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Are you repaying your debt but still don’t have the end in sight?
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Worried about what your retirement will look like?
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Planning a holiday or large expense but not sure how to fund it?
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Do you need to revisit your financial goals now that your lifestyle has changed?
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Want to invest in shares and need guidance?

One of the broader client groups are the pre-retirees. Typically these clients have older children, and/or working full time with less financial commitments than their 20s and 30s.

With additional cash flow, and perhaps still carrying debt, our advisers are well-equiped in assisting these clients to “focus” on the financial years ahead, work on eliminating debt, and creating savings goals and targets.

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