Achieving Certainty is our signature service. It’s what we hang our hat on.
Our primary goal is to create an income for life for retirees and give them genuine peace of mind in retirement.
We achieve this by building clear and measurable financial pathways all the way up to retirement. The purpose of our pathways approach is to build predictable and reliable income streams so a client knows exactly how much money they have to retire on, for life.
What this means is, as a client transitions into retirement, they can see how much money they will have to live on and what their quality of life will look like, before they retire. Unfortunately, too many retirees learn this the hard way, after they’ve retired.
In other words, the power of our pathways approach is being able to look ahead (years in advance) with clarity and certainty.
Achieving Certainty does not rely on the age pension or the markets going up. Equally, it doesn’t rely on a retiree selling down his or her assets to help fund their retirement.
Achieving Certainty delivers genuine peace of mind for our clients because it addresses their two biggest concerns when preparing for retirement:
1. How much do I need? and
2. Do I have enough?