Retirement Planning
Retirement planning is one of the main pillars of your long-term financial planning strategy. How you feather your nest for whatever target age/date you have in mind, involves managing all of your assets to maintain the lifestyle you desire, without having to work.
Your retirement income will most likely come from a combination of sources. These could include your business assets, your investment property assets, your liquid savings and investments and your pension investments. This is why you need to examine ALL your assets to formulate a complete and suitable plan, for you and your family. Where the required income actually comes from is of little significance, as long and you have enjoyed value for your money and tax efficient investment along the way.
We work with our clients advising them on all of the following areas;
- Personal Pensions & PRSA's
- Company pension – individual executive & group
- Small Self Administered Schemes... for Company Directors
- Self Invested Personal Pensions... for Self employed Professionals
- Purchase of direct & syndicated property via pension structures
- Pension backed mortgages
- Approved Retirement Funds
- Life assurance & salary protection under pension schemes
FFP is very active with Business Owners and Directors in the setting up and managing Small Self Administered Trusts and more recently, the newly approved Self Administered Personal Pension.
Note: The value of your investment may fall as well as rise. Past performance is not necessarily a guide to future performance.
Age & affordability...
As we all know retirement is not about age .. it is about affordability!. We will work with you to help you to achieve what ‘financial independence’ means to you and your loved ones. Along the way we will help you utilise and maximise the tax efficient savings and investments vehicles most appropriate to your circumstances.
Work out your own Pension Needs ...
To Calculate
Make an enquiry...
If you need financial advice our team will be happy to help. Call us now or send us your details and we will review your requirements and get back to you. Our 'Contact Us' page includes a form to help with your enquiry. All information is confidential.
