Secure your income to last a lifetime
You’ve planned for retirement and have funds available to live on when you chose to retire. The next big question is how do you ensure that those funds last during your retirement years? When interest rates are low you receive little returns from your savings but you still need to make your money work for you.
We can help you obtain all of the following:
- Regular, reliable income to meet your expenses
- Certainty that your money will last as long as you do
- Not worrying about market volatility and the impact this will have on your income
- Your investments are flexible and you have access to your capital when you need it
- Your investment assets will be left to your estate
Contact us today and we will help you secure a high income during your retirement.
"Michael has provided services for me in the past year and I would recommend him to any prospective client looking for Insurance and Investment broker assistance and advice. He is clear with his information, easy to communicate with, provides a prompt and thorough service with detailed options, and looks to provide the best outcome for his clients."
"I know that when I call Michael that I will get great advice and that everything is taken care of. He listens to what I need and finds the best solution depending on the situation. I know I can rely on him to look after my best interests, and advise me when things need reviewing. Lovely person as well - what more could you want?!"
"I have had Michael review our insurances and financial situation. He provided us with an excellent review of our situation and went to the trouble of contacting our accountant and ACC to clarify some points. Very professional and easy to understand. I would highly recommend Michael without hesitation."