The foundation of our relationships is furnishing our clients with the assurance that they will be financially secure during retirement. This requires finding a fine balance between preserving assets and continuing to accumulate while developing a sustainable income stream from those assets. It requires constructing a strong healthy portfolio which can endure market and life events. One of our core values is knowing our clients personally, and to appreciate their intentions so that we can develop a tailored income strategy that is tax-efficient and balanced.

As people live longer and the income guarantees provided by private employer pension plans are rapidly diminishing, alternative methods are becoming an increasingly important component of total retirement income. Given the increased financial risks that retirees now face, innovative strategies are essential to help maximise the benefits that can help sustain them during retirement.

Jordan Limited has the knowledge to help our clients navigate their local options so that they can better evaluate their choices and optimise their decisions. We guide our clients on how to avoid costly errors, how to bridge the delay until higher benefits can begin and how to incorporate each spouse’s benefits to provide optimal income and protection.