Retirement Planning

A holistic approach to planning your future.

Planning for your retirement is one of the most important financial decisions you will ever make.

But retirement planning is not just about ensuring financial security when you stop working. It’s about considering all lifestyle factors that have an impact on your retirement income, from how you will spend your retirement to where you will live.

A holistic approach to retirement planning is critical. That’s exactly what Octagon Financial offers – an integrated approach to planning your future that helps you determine your retirement income goals and the actions necessary to achieve them.

We will help you identify sources of income, estimate expenses, implement a savings programme, manage assets and estimate future cash flows to ensure your retirement goals are achievable.