Retirement is one of the most significant Financial goals you will ever plan for.
Understanding how much you need to Retire comfortably can seem daunting, but with the right guidance and Planning, it’s entirely achievable.
At Penguin, we are committed to helping you create a roadmap to a secure and fulfilling Retirement.
You’ll be scored against the following key areas:
FUTURE VISION
How clear are your plans for Retirement?
Do you have a clear roadmap that will help you arrive at your most important goals and ambitions?
FUNDING LIFESTYLE
How well do you prioritise your Spending?
Do you live in the now or are you making plans for your lifestyle in Retirement too?
RETIREMENT INCOME
Will you have sufficient income to last through your Retirement?
How effectively are you building a Retirement fund that will support the next key phase of your life?
PROTECTION & LEGACY
Are there Plans in place to protect your family & preserve your Wealth?
Are you protecting your assets to minimise Tax and keep your Wealth secure for loved ones?
