Are you wondering what the best course of action for you might be?. An illustration document is designed to provide you with financial modelling projections that will enable you to make an informed decision on your future. Broken down into several different scenarios’ we can project and illustrate what the outcomes may be using some qualified assumptions. Situations such as continuing to work vs retiring earlier, or a sale of an investment portfolio, or defined benefit projections can all be provided in the form of an easy to understand document.

 

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