You have spent years accumulating your retirement fund. What is the best way to draw it down. Your retirement fund may consist of a collection of the following:
- Personal Pensions
- Company Pensions
- Deferred pensions
- Paid up pensions
- Retirement Bonds
Qifa Life Path
The Qifa Life Path is a financial plan designed with you in mind. It is all about you and your future. We establish where you are now, where you want to get to and most importantly why and how you get there. We use the latest software technology and coupled this with our experience, education and use of tax strategies. It provides clarity and a clear path to achieve your life goals. Download Qifa Life Path Brochure
Risk ProfilingThere are four elements to assessing your level of risk. These are:
- Attitude to risk
- Capacity to bear the loss
- Length of time you have to invest
- Your investment objective – what percentage of a return do you want or need.
Succession PlanningYou may want to pass assets to someone. It is important that you understand the rules and the thresholds and you can avoid paying unnecessary tax. We have gained a lot of experience in this particular area. The best way to plan the successful transaction of your assets is to plan years in advance. The longer you can plan the better.
- Exit plan: Ownerships Goals & decision
- Estate Plan: Family goals & decision
- Business plan: Managed goals & decision
Sean Lynch, CFP, QFA, FLIA
Sean Lynch is the Pre & Post Retirement Planning expert at Qifa Financial Planners and has 30 years’ experience in financial services.
Make An Inquiry
Please complete the short form below and our Pre & Post Retirement Planning expert, Sean Lynch will contact you as soon as possible.