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Retirement Planning

No matter how far along the road you are to retirement, you need to ensure you have your wealth planning mapped out.

Retirement Planning

No matter how far along the road you are to retirement, you need to ensure you have your wealth planning mapped out. At KML Investments Limited our team is there to assist you along the way to achieving the lifestyle goals you wish to maintain after you retire.

We begin to plan by ascertaining exactly where you wish to be at retirement and what you wish to accomplish after you have retired. You may want to purchase a holiday home overseas or take a year away traveling the word in style, whatever your goals we need to build and plan around them now to ensure we have everything in place for you to achieve them.

We need to discuss various aspects of your retirement goals to ensure we plan to reach them including:

  • What are your lifestyle goals after you retire?
  • Do you wish to travel extensively or plan on purchasing additional property?
  • Will you be transferring ownership of property or businesses after your retirement?
  • Do you expect or plan to have additional income streams during retirement?
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