Your CERTIFIED FINANCIAL PLANNER™ professional asks…

Do you have enough saved for retirement?

The good life.

It’s what most hard-working professionals like you dream of living after they’ve sold their business or left their corporate career behind. But far too many fail to ever turn that dream into reality, because they ignore one simple fact:

If you don’t know how much your ideal retirement will cost, you can’t know how to plan for it effectively. Now, though, there’s an easy first step you can take to solve this.

Today, multi-award winning independent financial adviser and TEDx speaker, Amyr Rocha Lima, is sharing a short video that’s packed with retirement tips, and completely free to watch.

In less time than it takes to eat your lunch, you’ll discover:

• Why you need to define your ideal retirement first, then build a plan to achieve it.

• What the “Rule of 375” reveals about later-life spending and saving habits.

• Sarah’s story, and what it means for how you look after your loved ones.

Boost your financial know-how by watching Amyr’s TEDx talk below:

If you’re now inspired to start shaping your financial future, you don’t need to look far for help.

We believe that being clear about your life goals is the key to effective financial planning.

Amyr Rocha Lima, CFP®

Managing Director

We do most of our work with two types of people: those approaching retirement and those who have been recently bereaved.

See for yourself…

How other successful professionals benefited from our advice.

You aren’t alone if you’re not sure how much money you’ll need for your dream retirement. Many of our clients were in the same position, until they made the decision to speak to Amyr and the team at Strategic Wealth Partners.

Sadly, the kind of financial confidence and peace of mind described above is rare, and here’s why:

Most people either won’t be bold enough to reach out to an expert for help with their retirement planning, or never have the chance to. In your case, however, it doesn’t need to be this way.

"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."

"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."

"The trust and feeling of comfort has grown over the eight years since our first meeting."

Your Retirement Questions

You have retirement questions. Through financial planning, we can find the answers.

As you enter your 50s, the stakes become higher, and the need for a clear plan becomes more apparent. It's time to envision your ideal retirement and evaluate your current position relative to your goals.

When can I retire?

How much will I need?

How long will my money last?

How do I create a retirement income?

How should my retirement assets be invested?

Is my retirement income protected from inflation?

Are You Ready to Retire?

Take our free retirement readiness quiz to learn whether you're on-track to plan for your ideal retirement.

Presenting to you…

An exclusive opportunity to get retirement ready!

We are making availability for a limited number of new clients. If you’d like to work with someone who can show you how much is “enough” for your dream retirement, here’s everything you need to know to secure your spot…

Simply register your interest by filling in the short form below. You’ll hear back within 48 hours.

Your first meeting is completely free of charge. And there’s no obligation whatsoever to take things further if you change your mind.

So don’t let one of your peers take advantage of this offer before you. The 60 seconds it takes to fill in the form below might just turn out to be the most valuable time you ever spend.

No spam or sales messages – you’ll only be contacted about your enquiry.