Retirement planning

Pigot Miller Wilson not only relies on the experience of Chartered Accountants but also of qualified Financial Planners, this enables us to facilitate the best possible wealth outcomes for you in your retirement.  We do this by determining:

• What kind of lifestyle you want in retirement
• What are your financial obligations in retirement
• How to best realise your investments for retirement
• The best options for superannuation (retail or self managed)

Once we have all this information we are then able to advise on how best to maximise your wealth, how best to invest and how to have the lifestyle you want.

Frequently Asked Questions

• How do I know how much money I will need when I retire?

Pigot Miller Wilson can calculate this for you by taking in to account a number of financial variables which will give a target.

• What are the risks to my investments?

Pigot Miller Wilson will assess you aversion to risk and recommend appropriate products that meet your requirements whilst maximising return within the scope of the products.  Financial markets will always fluctuate and this will always have an impact on your investments (including superannuation), this is why we take the view that you should invest with assistance from a qualified Financial Planner.