ARE YOU GOING TO BE OK

Are you approaching retirement and worried that you won’t be able to afford the lifestyle you have planned?

Alternatively

Have you underestimated your retirement lifestyle possibilities & risk of looking back in regret, at the things you didn’t do?

The only way to answer these questions is by defining what your OK looks like (what you want to do, when you want to do it, and how much it will cost) and then use our designing tool to test the future financial implications of these choices.

Our easy-to-use Retirement Designer app allows you to quickly, and accurately test drive your retirement choices – in real-time – so you can identify which of your choices are bad, good, better or best – before you make these all-important, life-defining decisions.

With our free Retirement Designer app you can:

GAIN CONFIDENCE OF WHAT IS POSSIBLE 

Use the power of modelling to comprehensively explore and discover the retirement lifestyle possibilities your accumulated financial net worth can comfortably afford. 

DO MORE WITH WHAT YOU HAVE 

Forecast & model how your spending will vary as you age, so you can reallocate funds from your Slow-Go Years, to enhance your Go-Go Years.  

AVOID REGRET – MAKE WISE TRADE-OFFS

Limited time, energy, and money force us to make tough choices. More of one thing, usually translates to less available for others. Make informed trade-offs that allow you to focus on what matters most.

OPTIMIZE RECURRING INCOME STREAMS

Compare the projected outcomes of a variety of start dates for your government retirement benefits (CPP, OAS etc.) Discover how making the right choice can add significantly to your available retirement cash flow.

MINIMIZE INCOME TAX

Test a variety of draw down strategies, to identify how a well-designed drawdown strategy can significantly reduce the amount of income tax you pay – leaving you much more to spend on what you want.

AVOID EXPENSIVE SETBACKS

Test a variety of “What If” scenarios, using Retirement Designer’s powerful modelling engine, to identify and avoid expensive mistakes, before you make them.

RETIRE WITH CONFIDENCE

The more good choices you make, the better your retirement will be.

Already retired? It’s never too late to review and refine your retirement plans.

By browsing this website, you agree to our privacy policy.
I Agree