Assessments / Post retirement assessment
Post retirement assessment
The question everyone approaching retirement wants answered: will the money last? This is the work that answers it.
Two hoursFree of chargeYour place or ours
Will the fund carry the life you want?
This assessment is the tool for evaluating whether your retirement funds are sufficient. By working through your assets and liabilities we can say whether your current savings and investments are likely to sustain the lifestyle you have in mind for the whole of your retirement.
From there we help you build a realistic budget around your anticipated costs in retirement, so you can maintain the standard of living you want without running your resources down too early.
We also look at withdrawal strategies, including the most tax efficient order in which to draw from your retirement accounts, so more of the fund ends up in your hands rather than in tax.
A clear and realistic picture
Assets and liabilities
A full reckoning of what you hold and what you owe, in one place.
A workable budget
Built around your expected costs in retirement, not a generic template.
Tax efficient withdrawals
The order to draw income in so the tax bill stays as small as it can be.
The steps from here
What to do next to make the retirement you want affordable.
Choose a date and a time for your assessment
Send the form and we will come back to confirm the exact slot. There is no charge and nothing to pay now.
Your details, where you would like to meet and the date that suits.
A short email or call back to fix the exact time inside the band you chose.
At our Athenry office or at your own place, whichever you picked.
Prefer to ring091 845 623
The other assessments
Mortgage pre-application
Know what you can borrow before you apply.
Personal protection
See where you, your family and your business are exposed.
Mortgage rate analysis
Find out whether your current rate is still competitive.
Not sure this is the right one?
A free fifteen minute call will settle it. We will tell you which assessment fits your situation, or that you do not need one at all.
