Two of the biggest financial goals for most families, funding retirement and funding education, are really about meeting a series of future costs on a known timetable. We help you plan and fund both around the milestones that matter, in the right currency and with enough flexibility for plans that change.
We map the costs ahead, whether that is school and university fees or the income you will need in retirement, and build a plan to meet them as they fall due rather than as a shock to monthly cashflow. We factor in currency, your likely country of residence when the money is used, and the need to keep the plan flexible, because family plans rarely follow the original spreadsheet.
Planning ahead for school and university costs, including international and boarding fees.
Modelling how your pensions, investments and savings will translate into sustainable retirement income.
Coordinating the currency and timing of withdrawals against the costs you are planning for.
Building in room for the plans that change, because family timetables rarely hold.
Wanting to fund education costs without compromising other goals.
Needing clarity on how retirement income will be generated.
Balancing retirement planning alongside education funding without one goal compromising the other.
In-depth reading on the areas this service covers.
Book a complimentary consultation to discuss your pensions, investments and cross-border financial planning.
A short call to understand your situation and discuss the planning options available to you.
Complimentary 30-minute consultation
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