Wealth Solution
Retirement Planning
Replace a salary you will stop receiving
Working out the number, then building towards it deliberately.
Talk about retirement planning
What you are actually trying to do
The risk if you do nothing
How we would approach it
What you get out of it
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A corpus figure grounded in your actual spending
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A drawdown plan, not just an accumulation plan
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Health cover that continues past the employer policy
Products that do this job
Mutual Funds
Systematic Withdrawal Plan (SWP)
Draws a monthly income while the balance stays invested
A goal is easier to advise on than a product
Tell us what you are trying to reach and by when. The shortlist falls out of that, not the other way round.