We assist you in discovering your financial objectives and endeavour to
preserve your personal wealth. It's crucial to have the correct outlook, understanding and strategy in place while you engage in the decision-making process of wealth management.
Retirement can sometimes seem a long way away…until it isn’t! Planning for retirement is a core aspect of any sound financial plan – and the sooner you start planning the better. We work with our clients to help answer and plan for the following critical questions:
• When do you want to retire?
• What are your sources of income in retirement?
• What do you want your retirement to look like?
• How long will your retirement last?
In working with you, our mutual goal is to help you plan for and enjoy your lifestyle, even after you stop working.
Growing and protecting wealth is a core aspect of any financial plan. Creating the right investment strategy that fits your overall requirements is a critical step towards financial security. Notwithstanding, whilst the portfolios we create for our clients are tailored to their needs, in doing so we are driven by a core set of principles. These are -
For instance;
There are certain trigger points that often cause people to experience heightened stress. Examples include death of a loved one; suffering a serious illness or injury; or enduring a relationship breakdown.
Another heightened stress trigger is redundancy, regardless of whether the redundancy was voluntary or involuntary.
The loss of a person’s position can be challenging mentally, especially if it occurs later in your career.
Furthermore, a redundancy payout can be complex, with a range of tax implications, especially if it covers a long period of employment or is a large sum.
While every situation is different, in some cases an unexpected redundancy payout can be a significant opportunity and the catalyst for positive change: both financially and psychologically.
Notwithstanding, a common theme in every redundancy situation is the importance of making sound and informed financial decisions.
People often seek guidance on multitude financial matters like:
Providing solutions is where EKB Financial Advisers can help.
Our financial advisers have significant experience and expertise in advising clients who have faced redundancy. We understand the emotional impact and that each client’s needs and circumstances are different. We work closely with you, to map out a tailored solution, to secure your future.
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