Services 

I am proud to provide a broad array of financial and non-financial retirement planning services.

Financial Planning Services

I provide the following retirement planning services as financial planners and Investment Specialist at Jenwil BlueStar:

Before retirement

• Determining your goals at retirement
• Preparing a plan to reach your goals

At retirement

• Analysing your needs vs your available resources
• Preparing a sustainable retirement income plan
• Considering tax consequences of your options and decisions

After retirement

• Managing and monitoring your investments and retirement plan
  

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Non-financial Planning Services

With people living longer and improved medical care resulting in longevity it is much more important that ever before to take care of the non-financial side of retirement:

• Your values
• Mental Health
• Physical Health
• Social Health and Relationships

Retirement couching fills the void. Retirement coaching is NOT therapy. It works with what we have in the present and focus on reaching our goals in future. Just like a sports coach assist you to improve your game, the retirement coach helps you to get the most out of your retirement.

Fore more information on my retirement coaching services CLICK HERE