This is the time of our life when we have stopped working and instead spend a lot of our time on other pursuits and interests. During this period we continue to provide for ourselves and our partner, but increasingly less for other members of our family. The age of retirement varies depending on the type of job we have and, more important, the type of pension we are entitled to.
Retirement Stage
Managing over €80m of client funds and helping over 600 clients.
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Financial Advice For Retirement Stage – mid-sixties onwards.
Drawdown
It is finally time to enjoy the pension that you have been saving throughout your working life. How you drawdown these resources may have huge tax implications. You need a financial advisor to put a good plan in place.
Invest
During your retirement, you will continue to invest your resources to generate returns. Get ready to enjoy your retirement!
Inheritance
You will also have to review your inheritance planning. You need a valid will in place and to be prepared for the tax implications of leaving assets to the next generation.
What Does The Review Cover?
Financial Planning
The Kinetic Review is our trademark formula for forecasting your financial future – and identifying changes that need to be made now to improve your financial position.
Public Sector Pensions
We often meet with public sector employees who are not even sure which pension scheme they are in.
Often, employees could have breaks in service or received pension contribution refunds.
Visit our sister site MadeSimple.ie for expert information in Irish Public Sector Pensions
AVCs (Additional Voluntary Contributions)
(AVCs) are contributions that you can make in addition to your normal contributions to an occupational pension scheme in the public or private sector to increase your retirement benefits.
Savings and Investments
We offer a variety of different investment and saving options depending on the level of risk you are comfortable with.
Life Insurance
Nobody likes to think about the worst happening, but death is a fact of life.
It’s a good idea to have a plan in place to protect your loved ones financially in the event of your death.
Meet The Team
Meet the Team
Kinetic is proud to have a qualified team that you can trust with your finances.
Managing over €80m of client funds and helping over 600 clients, our team have over 90 years experience in realising clients’ financial potential.
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