Feeling ready to enjoy life's adventures now that you're no longer working?
Retirement can be an exciting time, but you also may be wondering how to fund that overseas holiday, or be ready for any unexpected health concerns now that your main source of income is from your investments/pensions. Whatever your goals are for retirement, talking to a Verve Group adviser can help you prepare for the years ahead by protecting and maximising your hard-earned savings.
Your Verve Group adviser can help you to put strategies in place to give you peace of mind, and make the most of your retirement years. They can also advise you on your estate planning, and how you can best support your family financially. If aged care is a consideration for your loved ones or yourself, Verve Group advisers can help you prepare for that too.
Your financial adviser will also help you plan for the brighter things in life, like travel, the tree or sea change you've always thought about, or spoiling your grandchildren.
It's never too late to plan for your financial future. Get started with a free consultation with a friendly Verve Group adviser.
Personal Financial Risk Survey
Want a clearer vision of your financial situation? Take our 1 minute Personal Risk Survey. This survey was developed to look at your personal, financial and lifestyle risks. Once completed, you can download a scorecard that flags your high, medium and low risks, easily demonstrating where you may need to take action.
“Anyone looking for financial advice? Matt Carberry is the man. I thoroughly recommend his services which I have been using for over seven years now. He is smart, switched on, a lovely guy with a young family and has done a great job for me personally. I totally trust and recommend him.”