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Retirement Planning

Achieving financial independence means having enough income at a point in time, to decide whether to work or not. When planning for your future, you need to consider the lifestyle you want when you retire and how you'll support it.

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Client Feedback

“I met Ron Schmid when I worked as a legal secretary in the early eighties, and when I thought about a Private Pension in the mid eighties it was Ron I thought of to help me with this. Thank goodness I did, because when I required my pension, upon retirement at 63, it was most welcome, even though I had only been able to contribute minor sums for approximately 25 years.

Ron also helped me when my mother died in 1995 and assisted with advice and support in taking out a bond, which I still have and which has grown well.

When retirement began to loom, my husband and I called upon Ron again for his advice and assistance in saving for this sometimes stressful time. We can honestly say that Ron has advised us superbly over many many years and without his help we would not be as financially secure as we are.

We are eternally grateful to Ron for looking after us so professionally, with great kindness and a personal touch.. I feel Ron looks after us, and our investments, with great care and we feel he is 100% trustworthy.”

Best regards and thanks always Elizabeth