Retire at ease
Right-size tax & costs
on your investments
A lifelong professional
partner
Is this you?
You are worried you won’t have enough for retirement, and you don’t want to have to depend on your children or the state.
You are not sure if you are getting the investment growth you need.
You are concerned you might be wasting money on fees and taxes.
You are not working closely with a qualified, professional advisor who you know will go the distance with you.
You find understanding “finance-speak” hard to understand and wish someone would speak in plain and understandable language so you can make an informed choice without ever feeling out of your depth.
We create a personalized retirement solution for you so you can retire without worrying about money.
A financial product is not a financial plan
What you need to know is that a financial product is not a financial plan. Most people end up with a product and miss out on huge benefits in retirement. People with a carefully constructed financial plan – not a product – retire wealthier than the ones who don’t have a plan.
Our RETIRE SMART SOLUTION© is a dynamic, 3-step solution to give you a cutting edge financial plan and ensure you retire wealthier than if you just had a product.
Here’s how it works…
The Retire-Smart Solution©
Retire Confident
Smart planning means beginning with the end in mind, mapping out a path to exactly where you want to go and ensuring you build up the financial assets you need to enjoy a secure and stress-free future.
- Articulate your retirement needs
- Measure the requirements to realize them
- Implement a predictable outcomes-based investment solution.
- Fine-tune your final retirement investment strategy for post-retirement.
- Set implementation schedule &
- Implement each element of the plan
You’ve spent a lifetime earning a secure, worry-free retirement. Sit back and sip your drink while you have someone dependable take care of keeping you on track.
- Monitor investment performance and adjust
- Revisit contingency plans and estate planning regularly
- Enjoy the ride
Tax optimization, contingencies, estate plans and calibration of your investment portfolio are built-in every step of the way.
About Mark
As a Certified Financial Planner, Mark’s mission is to bring cutting-edge financial solutions to his clients with elegant simplicity, backed by excellent service.
Financial solutions, no matter how sophisticated, should not add complexity to your life; they should increase your confidence and clarity, not your stress, and should be simple enough for you to understand and explain yourself.
Download our free one-minute retirement planning assessment tool & discover if you can retire with confidence
Testimonials
Fantastic Service
Fantastic service – the entire team make you feel like you’re their most important customer. Friendly and responsive, in today’s world, service like this is hard to find!
Gareth Birley –
Customer Relations Specialist
Clarity
I’ve dealt with finance guys before, but Mark was the only one who could speak my language! He helped me understand everything from start to finish.
Wes Boshoff
Owner – Imagine Thinking
Integrity
Mark always avails himself whenever I have a query, and he answers it timeously. He always strives to present the best options that are available with honesty and integrity.
I would not hesitate to recommend his service to others.
Iain Lochore
Retired Pilot
How To Work With Us
These days it’s not easy to find a financial planner who doesn’t just talk a good game but is a qualified professional who will put your interests first and provide top-notch long-term service and all of that at fair fees and with complete transparency.
Our friendly Smart Retirement Solution© process puts you in a position where you can work with Mark for free until you see for yourself that he & the team deliver as promised and you know they are a good fit for you.
You can pull the plug on the process at any point before your personalized Smart Retirement Solution© is implemented and walk away – no questions asked.
We can’t think of a better guarantee we could give so you can work with us with complete peace of mind about the process itself and the final product.
After all – our slogan is Retire Confident.
Download our free one-minute retirement planning assessment tool, to find out if you can retire with confidence.
Click below to get your assessment