Being fed up with work is not a good enough reason to retire. It can lead to irrational decisions. You really need a clear picture of what you want your lifestyle to look like in retirement. Once you know what you want we can identify the cost and what you need to do to make it happen.

Ipswich Principal and Financial Planner Nat Webb has a special interest in setting people up for retirement. He loves to uncover financial opportunities and to see his clients achieve financial milestones. Here are some of his top tips.

How long your money lasts in retirement depends on how you plan to spend it. Are you planning on SKI-ing – ‘spending the kids’ inheritance’, or do you want to leave a legacy? Once we understand your expectations we can work out if you are going to be able to make them happen or help you with a retirement plan to get there.