Retirement Planning

Helping you retire successfully

Retirement isn’t just about pensions. It is about making the right choices at the right time to live the life you want, now and in the future.

• When would you like to retire?
• Do you know if this is realistic?
• Could you retire earlier?
• How much money do you need to maintain your lifestyle but also pursue your dreams?

Without creating your own ‘Life Plan’ these questions are almost impossible to answer.

Here at Blue Sky our aim is to help you identify “your number” and make a seamless transition into retirement. We guide you on what to do and the pitfalls to avoid. Sometimes, it’s wise to leave your finances flexible if factors such as tax, regulations and market conditions are uncertain.

We encourage all of our clients to enjoy their money whilst they can but also to ensure their funds will last their entire retirement.

We can help you formulate a plan that will give you enough income and capital to maintain a good standard of living but also leave you options in case of illness or death.