Geordie Bulmer – The Accumulator
The Proposition
Geordie describes the importance of a sustainable income to guarantee a secure retirement.
The Wrapper
Various investment strategies are mentioned, including the in-house expertise of Aisa Financial Planning and the possibility to cooperate with external discretionary fund managers to help clients attain the best outcomes in retirement.
Retirement Planning Tips
The five key pointers to a successful retirement strategy are outlined.
The Favourite Client
How an inherited client’s investments were turned into tax free income.
Decumulation
The importance of not draining retirement funds is explained. Bear in mind, a 65 year old can expect up to 30 years of retirement. Accumulating funds is only half the story.
