Duncan MacPherson

Jacques wants you to take a look at these 10 considerations before putting together your retirement plan. Retirement is not a once-off event, and planning for it shouldn’t be, either. Consider these 10 factors as you get started. 🌟 #1: Build Your Nest Egg Start saving early to ensure a financially secure retirement. Planning ahead helps you manage your money effectively and develop strong saving habits. We recommend getting started once you start earning. 🌟 #2: Know Your Needs Every individual has unique retirement needs. Consider your daily expenses, monthly overheads, and other essentials when planning and saving for retirement. 🌟 #3: Identify Your Wants Dreaming of travelling or pursuing new hobbies in retirement? Think about how you want your retirement to look and feel. Identifying your lifestyle goals helps you plan your retirement income effectively. 🌟 #4: Support Your Dependents If you have dependents, consider their welfare and education costs. Factor these expenses into your retirement planning to ensure you're adequately prepared. 🌟 #5: Prepare for Emergencies Set up an emergency fund to cover unforeseen expenses during retirement. Jacques is able to recommend solutions like the Glacier Investment Plan for additional liquidity when needed. 🌟 #6: Plan Your Legacy Consider leaving a portion of your savings to your loved ones. Explore retirement income solutions that allow you to pass on your wealth to beneficiaries or your estate. 🌟 #7: Be Tax-Smart Optimize your retirement savings for tax efficiency. Explore options like tax-free savings accounts (TFSA) to supplement your retirement income. 🌟 #8: Keep Planning Flexible Your retirement plan may evolve over time. Regularly review and adjust your plan with the help of your financial adviser to stay on track. 🌟 #9: Manage Risks Mitigate risks associated with retirement, such as longevity risk and sequence risk. Discuss strategies with your financial adviser to ensure your savings last. 🌟 #10: Choose the Right Solution There's no one-size-fits-all retirement income solution. Work with a financial adviser like Jacques Vivier (0829405271) to create a personalised plan that meets your needs and goals. Ready to make the most of your retirement? 🚀 Speak to us at Finstop BlueStar https://lnkd.in/dh6u6rHF #RetirementPlanning #FinancialFreedom #GlacierBySanlam

📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02wyqdj0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research

📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02BzM5x0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research

📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02BzC8l0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research

📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02GNBbK0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research

📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02GNtD90 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research

🙂👏 Investment advisors - it's time to step up your game. The next generation of investors is looking for a new kind of relationship with their advisor. According to recent research by InvestmentNews, only 13% of people would use their parents' advisor. As an advisor, it's time to face the facts and start developing better relationships with the rising generation of investors. They want someone who is relatable, accessible, and trustworthy. Are you ready to meet their needs and earn their trust? The future of your business depends on it. Download, “Trend #3: Advisors Are Unprepared for the $80+ Trillion Transfer of Wealth” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02wysWw0 Source: InvestmentNews. “Only 13% of adult children would use parents’ adviser: Cerulli”. InvestmentNews, 09 May 2019. #4trends #eVestech #financialadvisors #consumerdata

🙂👏 Investment advisors - it's time to step up your game. The next generation of investors is looking for a new kind of relationship with their advisor. According to recent research by InvestmentNews, only 13% of people would use their parents' advisor. As an advisor, it's time to face the facts and start developing better relationships with the rising generation of investors. They want someone who is relatable, accessible, and trustworthy. Are you ready to meet their needs and earn their trust? The future of your business depends on it. Download, “Trend #3: Advisors Are Unprepared for the $80+ Trillion Transfer of Wealth” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02GNFTF0 Source: InvestmentNews. “Only 13% of adult children would use parents’ adviser: Cerulli”. InvestmentNews, 09 May 2019. #4trends #eVestech #financialadvisors #consumerdata