Do you feel a bit stuck?
Before working with us, our clients typically face a mix of emotional uncertainty and are overwhelmed by the decisions they have to make in retirement.
"I don't know if I have enough to retire"
This is the most common fear people have about retirement - running out of money. Without a clear financial plan in place, it's very difficult to understand how much you will need.
"I don't know how to turn my savings & investments into income"
Money can be such a confusing topic - with all of the jargon and noise surrounding it.
This can make it very difficult to understand how to turn your hard earned money into income that you can enjoy.
"I feel overwhelmed by all of the moving parts"
When there is so much to think about, we know that it can leave a confusing mess, full of unanswered questions.
With all of the uncertainty, this is when people make rash, uninformed decisions over their future.
"I'm afraid of making a financial mistake"
With uncertainty often comes a lot of pressure, and this can force us to make difficult, and sometimes costly, decisions about our money.
"I don't have a trusted voice to rely on"
The job of a financial planner is not to make you rich overnight.
It's to be a sounding board for your decisions, and to be a guide in those moments of transition in your life.
What our clients say about us
"Simon put together a very detailed report for me with many helpful suggestions and recommendations. I was looking for guidance and a layout of what to do next.
J. Costa
"Simon has a great approach to financial planning. No hard sell, just insightful and tailored advice. He gave some great advice on my situation and I wouldn't hesitate to go back."
A. Turner
"Thank you for all your help Simon, your knowledge and service is impeccable. So pleased to have come across Streamline Financial services"
B. King
Freedom to enjoy your life.
Without the constant fear of money.
We understand that thinking about retirement can feel daunting. You’ve worked hard, saved well, but now you’re wondering if it’s really enough - and how to make it last.
Clarity & Control over your future.
Our clients typically want peace of mind and clarity as they approach or live through retirement. Specifically, they want the following:
1.
Confidence you won't run out of money
With a clear, simple, financial plan for your future, you can align your goals and objectives with your money. This ensures that you don't overspend or underspend.
2.
A clear retirement income strategy
You're now at a time to start enjoying the hard-earned money you have saved over your lifetime. A financial planner can help you to map this out to ensure you have a strategy behind your income and spending.
3.
A relationship with someone you can trust
The main job of a financial planner is to build a long-term partnership with you and to be in your corner during those big moments in life.
4.
Ongoing guidance & adjustments
A real financial plan needs tweaking and reviewing often to ensure it stays on track. A good financial planner will meet you regularly to adjust the plan if needed.
ABOUT US
Hi, I'm Simon.
I am a Chartered Financial Planner with over a decade of experience helping people retire with confidence.
I've intentionally kept Streamline small, because I believe that a more personal, one-to-one service leads to better advice, stronger relationships, and better outcomes for my clients.
