Retirement design

This is the part of the process where our client paints a picture of what their perfect world would look like going forward. It encompasses feelings about:

  • how they would like to spend their time
  • creating a bucket list
  • accommodation wishes now and for the future
  • helping family or others
  • legacy wishes
  • life priorities
  • how they wish to be remembered
  • wishes for their family

Once we have established the lifestyle and legacy priorities then we go about looking at matching whether this matches or is achievable given all the facts and circumstances.

We understand priorities, wants and needs change over time as circumstances and events change the way we feel and think. The elderplan takes this into consideration by revisiting and adapting the plan on a regular basis.