We tailor our approach to your individual needs, helping you adjust and develop strategies to make the most of all that life offers after full-time employment.

Retirement today offers more opportunities than ever, ranging from phased retirement to part-time work, directorships, a portfolio of paid and pro bono work, more time with family and friends, new learning and recreational pursuits and travel. The range of possibilities is almost endless.

We work together to realistically design tailored strategies to assist senior executives wanting to make the most of their retirement, focusing on their needs as an individual. We assess intellectual and emotional assets, provide support for life-partners for changed relationships with families and associates, provide asset planning assessment that goes beyond superannuation and taxation considerations, and appraise opportunities for post-career employment or pro bono work if desired.

Our transition to retirement programs also benefit employers by implementing key executive succession plans.

 

Please contact us for a confidential discussion