Retirement Planning
During this life stage, you may start to think about when you can stop working. You may have started to
make inroads in paying off your mortgage. Your children may be older and may be thinking of flying the nest.
Your salary has hopefully improved and you may have more disposable income.
The earlier people start saving for their retirement, the better their position will be later in life. During this
life stage our main objective will be helping you to establish: “How much money you need, to reach and
maintain your desired lifestyle for the rest of your days, without fear of ever running out of money.
”You may also be able to balance this with enhancing your current Lifestyle.
Why choose Orca Financial?
At Orca our approach is simple; it’s not all about the money. Yes, we deliver expert financial advice and we have a team full of proficient individuals that can provide information on pensions, investments and tax. But, what it’s really all about, is YOU.
We want to know your worries, your dreams, your aspirations and your ambitions. Then we’ll use our experience, knowledge and expertise to make it financially possible to provide you with the peace of mind and confidence to go and live the life you want. We believe that the Orca Financial Planning Team and our clients are one big family with common goals and a shared vison of the future.
Need more information?
can answer any difficult questions you may be asking yourself.
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