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Retirement Planning

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It is never too early or too late to start planning for your retirement. The most fundamental issues to be addressed here would be – when to retire, how and what must be done to save up enough for a comfortable retirement.

VKA Wealth Planners is all about helping you build your Financial Bridge for Life, through planning for all your retirement needs and providing you with independent advice on how to remain financially free throughout your retirement years.

We will help you prioritize issues like:

How much do you need in retirement?
Where do you put your money?
How much do you have to set aside annually from now until retirement?
What are the suitable savings tools to accumulate your retirement nest-egg?
What are the investment strategies appropriate for you?

Step-by-Step Guide

Step 1

Discover

Discover the various retirement goal(s) to achieve before selecting
investment instrument, strategy and amount

Step 1

Step 2

Determine

Determine the duration available to achieve the retirement goal.

Step 2

Step 3

Gathering

Gathering information on what resources has client currently prepared in order to achieve each and every retirement goal.

Step 3

Step 4

Identify

Identifying how client intends to generate his/her passive income (capital preservation / capital drawdown)

Step 4

Step 5

Understand

Understanding client’s risk tolerance level in order to identify the best-suited investment instrument or strategy for each client

Step 5

Step 6

Calculate

Calculating the amount of resources needed to be directed to the selected investment instrument or strategy in order to achieve stated retirement goal(s)

Step 6

Step 7

Source

Source for appropriate investment instrument OR create an investment portfolio based on client’s retirement goal.

Step 7

Done

You’re Now One-Step Closer to Achieving Your Goal(s)

VKA’s Financial Advisers will constant monitor the market and perform portfolio rebalancing whenever it is needed, to ensure that clients will be able to achieve their goals based on the projected timeline.

Done

It is never too early or too late to start planning for your retirement. The most fundamental issues to be addressed here would be – when to retire, how and what must be done to save up enough for a comfortable retirement.

VKA Wealth Planners is all about helping you build your Financial Bridge for Life. We can help you plan for all your retirement needs and provide you with independent advice on how to remain financially independent through your retirement years.

Explore More : Employee Benefits Insurance | Private Retirement Scheme

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It has come to our attention that a group or individual is using VKA’s name on social media to recruit people into a WhatsApp group with the intent of scamming them….
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