Planning to retire?

Your retirement roadmap

Saol Capital will help you to establish your goals and create a retirement roadmap that gets you exactly where you want to be. You may have early retirement in your sights, or you might be prepared to work for longer to fund the lifestyle you have in mind. Whatever your vision, your unique Saol Capital financial life plan will simplify the route you need to take to get there.

Calculating the route

To calculate the financial route you must take to achieve your dreams for retirement, we:

Listen to and understand your retirement goals

Assess your current financial situation

Recommend the most appropriate way of drawing an income from your pension, savings, and investments

Calculate the income you need to realise your retirement ambitions

Develop an investment strategy that is customised to your unique requirements

Incorporate all these elements into a retirement income plan

Listen to and understand your retirement goals

Assess your current financial situation

Recommend the most appropriate way of drawing an income from your pension, savings, and investments

Calculate the income you need to realise your retirement ambitions

Develop an investment strategy that is customised to your unique requirements

Incorporate all these elements into a retirement income plan

Invest in peace of mind

We’re more than aware of the unpredictability of markets, so we continuously monitor your investment portfolio, and structure it to prevail through these fluctuations. Your life plan will then be adjusted accordingly to accommodate any changes, highs, and lows. By trusting in us to oversee the success of your financial future, you can rest easy in the knowledge that your best laid plans are in secure hands.

Already retired?

You may be already enjoying your retirement years but experiencing some uncertainty surrounding your financial situation. You might be wondering if:

Your current retirement income is sustainable.
Your investment portfolio is reliable enough to ensure your current lifestyle.
You are missing out on valuable tax allowances or reliefs.
Your family will be subject to high rates of inheritance tax after you pass away.

It’s never too late to put a financial plan in place, and more importantly, one that you have confidence in. Get in touch for a consultation today and allow us to give you peace of mind.

+353 (0)87 344 5882

info@saolcapital.ie

Saol Capital, City Quarter, Lapps Quay, Cork T12 Y3ET

Long Strand Limited trading as Saol Capital is regulated by the Central Bank of Ireland

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