Do you think you have the right outlook, attitude, and personality to move into this phase of life?
Being ready for retirement goes beyond what is in your bank balance. It is simple to think of retirement like an extended holiday, and to not think about what will help you get more out of your new circumstances. Many of our clients that come to us are surprised at the level of importance we place on planning for life issues that may impact their retirement.
You can do this exercise at any stage of life, but the shift into retirement is a very good time to sit back and assess how you think and feel about the life that you are living now and into the future. It is not about starting a “new life” and having to become a “new person”.
Some might call this “life planning,”, but we prefer to think of it as “life awareness” that gets you back in touch with who you really are. If you can understand yourself, you will be far more able to develop retirement goals and plans that go beyond a bucket list or the purchase of a holiday home.
If you are ready to begin your retirement planning, contact one of our Financial Advisers today.