Retirement Planning

We speak with our clients about chapters in their life.  The period where you were starting out, getting your career together, the period of raising your children, running all over the place getting them to their commitments. Then there is the period of retirement.

Retirement Planning

We speak with our clients about chapters in their life.  The period where you were starting out, getting your career together, the period of raising your children, running all over the place getting them to their commitments. Then there is the period of retirement.

Retirement is not ‘old age’. It’s the chance you get to live your dreams without the added stress of working.

Retirement is your chapter, the period of your life where you get to live your bucket list. What have you not yet achieved that you have always wanted to?

Our clients are individuals and business owners, either approaching or in retirement, who are serious about structuring their affairs to enjoy a lifestyle they’ve worked hard for. They appreciate that we are a family business, focused on building long-term, collaborative relationships with an emphasis on personalised service.

Prepare for Tomorrow, Make the Most of Today

Journalists and pundits seem to come out with a new study or soundbite every week declaring our country is in a “retirement crisis.”

But, as Warren Shute, Certified Financial Planner for Lexington Wealth (and author of the bestselling book “The Money Plan”) always says, “The idea of a nationwide ‘retirement crisis’ makes no sense. Your retirement depends on you and you alone, nobody else. The only crisis you need to worry about is if you are ill-prepared.”

That’s what we’re here for – to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process. Want to find out how prepared you are for retirement right now?

Warren has provided me with excellent financial advice for the last 15 years. He is now helping me plan for retirement and I would never go to anyone else for advice. The Lexington team are professional and extremely efficient. Thank you all at Lexington

Amita Peet

We have worked with Lexington for more than 20 years. They have always explained things clearly and taken on board what’s been important to us and helped us achieve it. He’s specifically helped with our mortgage, strategic planning for our family and our retirement planning.

Gary & Caron Winter

OUR LATEST INSIGHTS ON RETIREMENT PLANNING

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Within 30 minutes we can get to know you – your situation, goals and needs – then we can summarise how we can help you pursue true wealth.

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