The pay cheques don’t need to stop for retirees
One of the scariest things about retiring can be the end of pay cheques. For 30-40 years, maybe more, the money has gone into your bank account and spent. Maybe much of it was allocated to savings in the last period of work, but, one way or another, it went. Suddenly not having income at the level you’ve been accustomed to can be daunting in the least.
Experience has shown us that arranging to have a set amount of income paid from an investment portfolio can be a very helpful solution for many clients who are retired.
In a diversified portfolio of investments, the income earned can have a “lumpy” pattern. More is earned at some times than others. At CFP Ltd., we use a smoothing technique to ensure you get a pre-determined level of income paid to your personal bank account on a frequency that suits you. We’ll take into account the nature and size of the portfolio, tax and other elements particular to you. It’s all part of a portfolio management service designed to help our retired clients sleep easily.
If you have over NZ$350,000 to invest and want truly impartial advice, contact us to find out how we can put your money to work to fund your important goals.
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