Pre Retiree

You have had a long career, and are well respected. You value proven strategies and know that it’s time to start thinking about your own plan.

When can I stop working? Am I doing enough? What else should I be doing? I don’t want to miss an opportunity just because I don’t know about it.

Many people feel loyal to the strategies that they have achieved before and hesitate to do things differently. We focus on providing you with proven strategies that give you a step by step plan to build in conservative ideas to your long-term strategy, to sure up your retirement even if markets are misbehaving. We love that approaching investment philosophies with a plan for downturns adds so much to feeling secure, even when the news seems bleak.

Learn more about the CARE investment philosophy that focuses on building a 4-year pause button to set aside reacting to market volatilities and focus on your passive income while you can afford to wait for markets to stabilise before selling good quality assets.  Don’t let an emotive market event push your retirement date into the future. Plan to make your retirement a reliable goal.

Meet a client who we helped navigate the pre retiree process.

Want to know more?

Click through to find out some answers to some of our Frequently asked Questions, or contact us today for a non-obligatory discussion about your situation and how we could help.

What our Clients say