This is what we want for you; to be comfortable in retirement, to live your life, to do the things you want to do. We can show you how to plan and then enjoy a financially successful retirement.
Why retirement planning isn’t just about money
While it is important to get the financial aspect right, many factors contribute to a successful retirement including: keeping physically and mentally active and spending time to achieve what matters to you. Therefore, it is important to be clear and decisive regarding your retirement planning.
You need to have a vision of how you are going to spend your money, but also how you are going to spend your time.
Think ‘second life’ not retirement
We tend to think of life in three stages: education, career and retirement. At Tandem, we like to help clients see things through the Japanese idea of “second life”, which refers to a new sense of introspection, experience and perspective to see your later years as an opportunity for growth, focus and realising your lifelong dreams.
Ikigai is a Japanese term that means “a reason for being”. The word refers to having a direction or purpose in life, that makes one’s life worthwhile and towards which an individual takes spontaneous and willing actions giving them satisfaction and a sense of meaning to life.
We take time to understand your personal aims, aspirations, and purpose in life. This means that every financial decision you take is meaningful and in service of a greater goal – your Ikigai.
Watch Jason & Sally discuss their experience in working with Tandem, planning for the future and enjoying the journey along the way.
Watch the video
Creating the lifestyle you would like to achieve
We can help you facilitate this by:
Advising you on contribution levels.
Maximising tax relief and avoiding penalties.
Recommending the most suitable pension plan.
Constructing a long-term investment strategy.
Creating a legacy for the next generation.
“Paul has a great team at Tandem Financial. Excellent knowledge on pensions, saving schemes and all sorts of future planning requirements. The team keep you well informed and have super quick response times.”
Discover how we can give you peace of mind, through organising your finances and helping you to achieve your goals.
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