Supporting the campaign for greater transparency, and a fairer deal for small investors.
When it comes to retirement planning, confusion reigns.
You want to get organised, but you don't know how. And whenever you turn to someone for help, it's either expensive, intimidating or takes up so much time, you find whole weekends being eaten up.
But you also know: the longer you leave it, the worse it's likely to be.
If you could just get a sense of things. If you could understand your situation, you could at least then deal with the result.
What you really want is a (simple) reality check...
Questions you should probably ask
(so we answered them anyway)
A Simple Four-Step Strategy
We work out what you're worth, what you need to have 'enough' - and run some scenarios to see what might happen, if...
We examine your existing plans closely, and will call out unnecessary complication or ridiculous fees
We take you through our findings, show you what's possible and benchmark your position so you can watch it progress
Your action plan gives you the next steps to get you moving . And (if you need major repairs) referral to an expert who can help you take that on