Accumulation Phase
Pensions and the rules around them are complex, however the tax breaks that can be claimed on both the contributions and on the growth of your portfolio can be extremely lucrative. Implementing an appropriate investment strategy at this growth and accumulation phase is extremely important to maximising your wealth generation.
Decumulation Phase
We know markets do not move in straight lines. This can be especially worrying when you have reached retirement and are drawing income from your portfolio. We work with you to create an investment portfolio with the objective to minimise and withstand the ups and downs of markets, giving you peace of mind throughout your retirement.