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Minimising mistakes.
Maximising life.
This is specialist retirement planning that leaves you feeling relieved and excited about the bright future in front of you.
We know it can be daunting thinking about your retirement.
You are busy with life, and dealing with finances is emotive and not easy for most of us to discuss. Perhaps even discussing money can bring up memories that you are fearful of discussing.
Without a proper plan in place, you may also have challenges such as:
Working longer than desired
You may work longer than necessary, as you don't know how much is enough to stop working.
No plan for happiness in retirement
Without a financial plan, you may spend less time enjoying your money in retirement, and feel constantly in fear of running out of money.
Making financial mistakes
Without proper guidance, it is easy to make financial mistakes that will cost you emotionally as well as financially.
Lower support for family
You may struggle to support your children financially, as you're not sure how much you need to have a comfortable retirement.
Missing life's potential
When you don't have a clear plan for what you want to achieve and how to get there, you may miss out on opportunities.
Small changes.
Big outcomes.
It is never too late to start thinking about your financial future and living the life that you've always dreamt of.
Our Solutions
As part of our Life By Design process, we can help you with the following solutions:
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Bespoke Financial Planning
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Protection Planning
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Investment Planning
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Retirement Planning
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Financial Coaching
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Inheritance Tax Planning
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Working with Professional Connections
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Tax Planning
Confidence about the next chapter.
You want to live a life without regret and have a clear roadmap for the future.
Working with a financial planner provides a partner who is responsible for your plan and holds you accountable to your dreams & desires.
Feel confident you have a plan for the future.
Our financial plans give you the peace of mind and confidence for the next chapter of your life, so you can do the things you've always wanted to.
A Guide by your side.
When working with us, you will have a guide who has successfully transitioned families like yours from working life to retirement.
Avoid making financial mistakes.
Your financial planner will ensure that you are properly educated about the important financial decisions you make and that you avoid financial mistakes and scams in the future.
Exit with confidence.
With a solid plan in place, you can exit your business or the world of work without the worry of running out of money, and make informed decisions about the future with a third party in your corner.
A secure future for your family.
With help from your One Day Wealth team, you will know that if anything happens to you that your loved ones are taken care of. You can also leave a legacy that matches your wishes.
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