If you are aged between 50 and 65 we call you a wealth consolidator. We call you a wealth consolidator because whilst you are probably still interested in creating wealth, however your goals have changed and you are probably thinking about ‘getting your house in order’ or, as we would call it, consolidating for your retirement.
You may have some debt outstanding, you are likely to be preparing for retirement or semi-retirement, and you want to boost your retirement savings. You may be thinking about how much you need to fund your retirement and may even be considering selling, to free up some capital from your home. These are all big and important decisions which we can help you make to ensure optimal results so you can make the most of your retirement journey.