Achieving financial success in retirement

Presented by

John Williams, head of wealth planning, and Simon Prescott, senior wealth planner.

About this talk

Many of our clients have worked hard during their lives to grow their investments, pensions and savings so they can enjoy financial independence in retirement. But how can you make sure you will have enough to live off over a period which may span 30 to 40 years, given the many risks facing retirees? The answer lies in a dedicated financial planning and investment approach that seeks to help you understand those risks, how they can be managed and what plans you can put in place to enjoy your retirement in the lifestyle to which you’ve become accustomed. It’s a solution only available via a few wealth managers. In a 43-minute webinar, John Williams, head of wealth planning, and Simon Prescott, senior wealth planner, explained the importance of transitioning from your time in a career, or running a company – known as the accumulation phase of life – to the time when you draw down on your assets in retirement – known as decumulation. We also highlighted the other opportunities that the planning process should offer in terms of ensuring your withdrawals are sustainable, while also considering your plans for helping out your children and leaving a legacy.

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Nedbank Private Wealth is an award-winning boutique private bank, with an established track record of managing investment portfolios on a discretionary basis for discerning families, trustees and high net worth individuals.