Self funded retirees
These clients are often at a stage where their focus shifts to simply enjoying life, travel, family and friends. Their number one priority is usually to ensure that their hard earned capital will be looked after so it will see out the balance of their retirement, no matter how frugal or elaborate their income requirements are.
Whilst travelling overseas or around Australia, self funded retirees need to be sure that someone they can trust is continually monitoring and caring for their hard earned nest egg. They often require a service that takes care of all investment administration and decision making on their behalf. Once they are familiar with us and their routine income payments have been established, we often struggle to get them into the office for meetings.
They are typically the most likely to want ethical filters or have investment preferences given their significant life experience.
Click here to see what some existing clients say about Alliance.
Or have a look at some of our case studies to see how we help our clients.
