– RETIRED INDIVIDUALS –

As you transition from fulltime employment to “active retirement” to “passive retirement” you will notice your lifestyle can change dramatically. Metis Ireland understand that as your lifestyle changes, your financial plan needs to change in line with this. We will expertly guide you through this process to ensure there is minimum disruption to your lifestyle and at all times you have peace of mind that your financial affairs are in order.

Cashflow Modelling

The most common question we come across when we meet clients that have already retired is “Do I have enough?”. We use Metis LifePlan state of the art software to map out your financial future for the rest of your life. We will show you how much you can afford to spend each year and what levels of risk are appropriate for you.

One of the most common issues we come across when meeting retired individuals is that they are afraid to spend their savings in case they run out of money. At Metis Ireland, we don’t want our clients to be the richest couples in the grave yard. You deserve to have a high quality of life and to spend the money you have worked so hard to earn.

We create a financial vision that makes all the hard work worthwhile. Your Metis LifePlan will identify periods of time that require more cash, for example putting kids through college, and the plan will also help to ensure that you can enjoy an active retirement

Warning: The value of your investment may go down as well as up.

TALK TO US ABOUT OUR INVESTMENT PHILOSOPHY

 

Metis Irelands unrivalled expertise in Financial Planning offers individuals their own personalised long term financial plan. Please fill in your contact information to talk to one of our Financial Planners today.



 

*Your data will be retained within the guidelines of data protection legislation