We provide tailored financial advice designed to make your money work more effectively for you.
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Welcome to your 50s, you might be half a century old but on the whole, you look good and feel good. Life has never been more balanced. Believe it or not, this is the best decade to accelerate your savings. Many of the biggest, obligatory expenses are out of the way. At the same time, you may still be in your peak earning years. If you’ve been building your nest egg, keep going – there’s no such thing as saving too much. If you’re behind in your savings, we offer great ideas to help you catch up.
The odds are in your favour to live a long and healthy life but let’s face it – nothing is guaranteed. Best to take care of your safety net now to protect your family’s future. Investwell’s aims to provide tools, ideas and, most important, some inspiration to take charge of your finances and get ready for the next stage of your life.
Time to answer the million-dollar question: How much do you need to retire and how to get there? A common rule of thumb says you’ll need 70%-80% of your working income, also depends on what kind of lifestyle are you after? The right financial planning and investment advice is the key. A wide and diverse portfolio of assets and investment types requires insightful, structural financial advice to ensure that the wealth you are accumulating is working for you and your investments continue to grow according to your designed plan.
Investwell’s understand that your needs are unique, we work closely with you to devise and implement a plan to best address your individual requirements, goals and objectives. With careful, strategic planning, we’ll ensure that you effectively and efficiently utilise your assets to secure the financial well-being of your family as well and achieved the outcomes you desire.
How we can help?
- Help you define your goals and create a comprehensive plan tailored to your needs.
- Keep you focused on your investment plan through the ups and downs of markets.
- Actively monitor your investments to ensure that they continue to meet your needs.
- Put you in touch with other experts, such as accountants and lawyers, to help you adapt your financial plan to changes in your life or family situations.
- Give you confidence knowing a qualified professional is looking out for your best interests.
We understand that wealth creation means different things to different people. This is why we work with you to create a plan that is based upon only your needs and objectives.