Risk Analysis:

Once your current situation is defined we can then seek to establish your risk profile. Some risks might include:

  • The risk you’ll run out of money
  • The risk that you can’t sustain your lifestyle
  • The risk of poor investment markets
  • The financial risks associated with unexpected poor health

With the risks understood, we will create a plan to minimise or overcome these risks, with the view to helping you achieve your financial goals for the future.