Retirement is a journey, not a destination. It’s about making choices today that will lead to a secure tomorrow. At Journey Wealth, we understand that your retirement and your financial security are important. That’s why we provide quality financial advice that is tailored to each individual, taking into account your unique retirement vision. We believe that retirement planning should be a collaborative effort, with our advisers working closely with you every step of the way to create a comprehensive plan that is realistic and achievable. We make sure that you have a solid financial plan in place, so you can relax and enjoy your golden years.
When it comes to retirement, everyone has different goals in mind. For some, the goal is to spend time with family and friends. For others, the goal is to relax and enjoy life. And for still others, the goal is to leave a legacy that will last for generations. However, no matter what your goals may be, one thing is for sure: the difficulty in managing finances and health can get in the way of making long-term plans. That’s where Journey Wealth comes in.
Journey Wealth’s purpose is to manage our client’s wealth, providing you with expert financial advice so you can focus on enjoying your retirement. We work with a small number of high net worth clients, that’s why we take the time to get to know you and your unique circumstances so that we can provide tailored financial advice designed to help you achieve your retirement goals.
Journey Wealth is here to help you every step of the way. If you’re ready to start planning for your retirement and financial security, contact us today.
At Journey Wealth, we typically help clients in stage 4 to 5 of the financial journey, which are retirees and pre-retirees. However, we also help clients in stage 3 when they are in the early stages of retirement or preretirees, so we can guide them towards achieving stage 4. We work collaboratively with our clients to develop and implement strategies based on their values and beliefs, so they can achieve their financial goals and enjoy a fulfilling retirement.
STAGE FIVE: FINANCIAL ABUNDANCE
Achieving financial abundance, leaving a lasting legacy, engaging in intergenerational planning, and giving back to the world.
STAGE FOUR: FINANCIAL FREEDOM
Owning their home outright, having passive income, generally self funded retiree, in a position to assist children, and can enjoy a comfortable retirement with holidays and other activities. Thinking about legacies for the next generation.
STAGE THREE: FINANCIAL GROWTH
Living according to a budget, receiving a partial age pension, unable to assist family as desired, and may miss out on desired activities.
STAGE TWO: FINANCIAL COMFORT
Dependent on the full aged pension, limited choices, and closely monitoring utility bills. Likely to work part-time, not by choice.
STAGE ONE: FINANCIAL BATTLE
Struggling with deficit cash flow, debts, and insufficient savings, often dependent on government support. May see themselves working until they die.