A Different Approach
Retirement Income Planning – Tax Planning – Investment Planning
Thinking About Retirement?
You might be close to retiring, or perhaps you just want help making the right decisions in preparing for your non-working years. Either way, we can help.
Retirement is likely to be your most expensive goal and one of the biggest life transitions you will ever make. Having a trusted adviser to help you make informed decisions along the way will likely prove invaluable.
We can help you to:
We offer the following two types of services, depending on whether you need quick answers to specific questions, or prefer holistic financial planning that takes place over a year.
The Oshun Financial Review
The Review is a one-time, limited-scope engagement perfect for getting answers to your immediate questions. (Examples – How am I positioned for retirement? Should I pay off debt or invest? Should I take my pension in lump sum or an annuity?). Service includes a review meeting and written recommendations.
Fee: $1,500 – $2,500
The Financial Roadmap
The Roadmap is our holistic financial planning service that goes deeper into various areas impacting your financial life, including tax efficiency planning, retirement income planning and investment planning. We will have six or more meetings in the initial year to explore, advice and support you as we work together to get you on track to achieving your goals. After that, we can remain on hand to help you navigate financial decisions through changing circumstances.
Fee: based on complexity and scope.
From Confusion to Confidence
Women often feel confused after meeting with a financial advisor. Our approach is different.
We take a deeply personal approach to financial planning, to truly understand your needs, concerns and goals. We take time to discuss and explain the what, why and how to every recommendation we make so that you can become empowered and confident about your financial decisions.
Financial security is not simply about having millions of dollars. To us, it’s about having a clear view of what you have and what you need both now and into the future. It involves building the resources necessary for your non-working years and taking the right steps to prepare yourself for life’s uncertainties.
Ultimately, it’s about having the freedom to live the life you desire.
What We Do
Our consultations can cover a wide range of topics, including:
You don't have to go it alone
to help women attain and sustain financial peace of mind.
Clear & transparent
We keep things simple. We disclose our costs in full, so you know exactly what you're paying. There’s no hidden costs and you'll never get an unexpected bill from us.
The only compensation we receive is the fee paid by you. We do not receive commissions or other payments from a third party for any recommendations we make.
No long-term contract
We don’t tie our clients down with long term contracts, you can opt-out at any time.
There are no exit barriers and no termination fees.