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FINANCIAL INTELLIGENCE
"peace
of mind"
Most
retirees face the same problem;
how
to create an INCOME whilst,
at
the same time,
protecting
and growing their capita L. Creating Income in
Retirement.
Your
income uses the money you would ordinarily use to grow your capital.
a nd
Growing
money requires that you take some risk - quite the opposite to
protecting your capital! Truly
a fine balance!
You
don't know how long you (or your spouse) will live. Whether
the market trend will be up or down. or
the rate of inflation. But
the chances are high that you will be retired for a long time probably
25 years or more! That's a long
time to live without a salary! You
MUST ensure that the strategy you follow is sound - from the
beginning. There are many investments to choose from, some simple;
some complex. Each has it's place
and your difficulty is to decide which is best for you. You
need to consider tax, inflation, CGT, risk, diversification,
liquidity, and your inheritance wishes.
FILL
IN the FORM below for a
NO-OBLIGATION-Free
Advice-Retirement INCOME
YOU REALLY NEED
PROFESSIONAL ADVICE. If
you have limited capital from which to generate the "Right
Income" and at the same time
grow your capital. It is vital to
create the correct mix of investments, not
easy with all the "pitfalls" out there! You
need to be conservative in your approach, yet growth comes with risk. You
need my PRACTICE! Our
strategy, used with many happy retirees, will help you gain an INCOME
Increase your CAPITAL depending upon
CAPITAL available, Keep pace with inflation give
you the potential to grow your capital.
It
allows you to reduce the risk when trying to secure the highest return
for your money. Once you secure your INCOME, Gain
"the peace of mind" to invest your remaining money take
advantage of potential market growth strategy using
products from Annuities to Unit Trusts. In fact, whatever suits your
needs.
After
all it's your future that we need to secure!
Our goal
as a Financial Life Planner's is not to outperform the Markets We Can't
but to help make sure that you have the
'right income" which you won't outlive. We
are here to assist you in many other areas of your retirement you
can trust my PRACTICE to run
your ideas by. Whether they are
investment ideas or new career opportunities or anything in between
Indeed a "partnership" you can
rely on So where to next? INCOME Here
are some guidelines to consider;
You
must have realistic expectations of how much income your money will
give you.
You
must absorb some risk, if only to fight inflation.
If
all your money is in the bank, you need advice NOW
You
should consider an annuity to provide you a guaranteed income to
meet you basic expenses.
You
can then freely investigate other products.
The
strategy is to provide guaranteed, ongoing inflation proof income
and the ability to
grow
your capital.
Your
greatest risk is out-living your money, not loosing it!
Everyone
has a different vision of retirement. You may be planning to travel the
world, volunteer in your community, study Sanskrit, or perfect your golf
swing.
YOU
WILL NEED an INFORMED PARTNER to help
CALL
our PRACTICE for "PEACE of MIND"
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