Planning for retirement is one of the single most procrastinated tasks, even for the most financially savvy. Yet, retirement should be an enjoyable and stress-free time, and planning for it should be no exception. Whether you’re embarking on travel, taking on a new venture, or simply scaling back on work, our approach is underpinned by putting your core values, aspirations and envisaged lifestyle at the forefront with financial freedom in mind.
Although retirement can seem like a distant event, the importance of developing a strategy for this as soon as possible cannot be overstated. By having a plan in place that takes into account all of your lifestyle and financial goals, you can gain an understanding of your future lifestyle, and even if you are able to retire earlier than expected.
At Formation, we take into account all the variables that you may face moving forward to ensure that you can be well informed of how you’re tracking towards your retirement goals year on year.