The Bigger Picture
We all want our lives in retirement to be healthy and free from financial worries. Taking that life long holiday, buying that luxury car or spending more time with your loved ones, everyone has different aspirations.
However you need a certain amount of money to provide the level of income to live comfortably. The question is how much do you need?At Pegasus Financial Consultancy, we help you to identify the amount of capital you need in retirement to have financial freedom.
Once we have reviewed the above factors, we can begin to design a personalised retirement plan for you:
We help you analyse:
- The amount of capital you need in retirement
- What will that amount be in future money?
- Your current pension provision?
- The income it will provide you in retirement
- Other sources of income i.e property/shares/ investments
- Length of time to retirement
- Risk profile of client
It is extremely important not to lose sight of the fact that pension planning is one of the most advantageous provisions that still attracts tax relief at your marginal rate.
Pegasus Financial Consultancy provides expertise in the following areas:
- Executive Pensions
- Personal Pensions
- PRSA’S
- Buy out Bonds
- AVC Planning
For more information on how we can help you achieve your retirement goals, please book your
Discovery Meeting.
Pegasus PERSONAL
WHAT'S THE NEXT STEP?
