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The Retire Well Blueprint.

Living the good life in retirement is not achieved by accident.  

It requires a thorough process that follows a series of stages and steps to make sure you get on the right path and stay on the right path.


The image below illustrates the Retire Well Blueprint framework.

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Overview of the 9 step framework

This video runs through the 9 Retirement Accelerators that we use to ensure our clients are on the best path to retiring well.

The 5 stage process to action the Retire Well Blueprint.

Build Financial Road Map

To be in the best position to provide great advice, we want to know about you and your plans for the future. Beyond finding out the facts and figures of your financial position, we'll work together to establish your short, medium and longer term goals. We also need to understand any issues you want to improve or eliminate, plus be clear on opportunities you need to take advantage of. 

Opportunities & Options

After considering your goals and current circumstances, we conduct research and identify the strategies that can be used to improve your future. We consider the impact of those strategies and work collaboratively to decide the options that will work best for you. Our clients are an active part of this stage to ensure the strategy will work for them.

Create Bespoke Blueprint

We finalise and document the ideal strategies that will work for you. These are outlined in detail in a Statement of Advice.

Agree and Implement

After working through the recommendations in the Statement of Advice, we confirm you fully understand the advice and are happy to proceed. You can ask us to help implement the recommendations.

Ongoing Client CARE

The first 4 stages set the right foundation for the future and put you on the right path. It is equally important to stay on-track and adapt strategies as circumstances change.

Our Client CARE meetings have 4 sections:


C - Celebrate wins

A - Analyse current situation

R - Recalibrate strategies

E - Energise and take action

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