Book Your Retirement Review Call
What will you achieve on this call?
If the only thing you walked away with was defining exactly what you wanted from your retirement. Gain absolute clarity on how you are positioned today. It would be worth it. No more second-guessing.
If the only thing you walked away with was a customised retirement roadmap it would be worth it. Absolute clarity on the direction you need to take.
If the only thing you walked away with whether you are in a great position already or have a way to go, you had the specific information to be intentional about your next steps. It would be worth it.
It's what I do for clients day in day out...>
In addition, regardless of what happens next, I'll give you access to our portfolio risk assessment tool. This alone would be worth our time together.
Approaching retirement whether you are fully retiring or just looking for more time freedom requires a different approach to investing. We'll also stress test your retirement numbers. You'll have the data to know whether you'll be ok or you've got some work to do. This alone would be worth the call. No more stressing about whether you'll have enough to make it, we'll give the data based on your personal situation.
We know from experience that it's hard to retain all the information you may receive, so we'll even put this in a short report that you reference back too.
Most people leave it too late which is why I offer this. If you can take just one step today you can start the journey today. A retirement without compromise.
Here’s what our clients have to say about us
“Glenn’s regular reviews and acting as the financial scanning board of our plan has achieved our goal and more importantly by a set time frame. It's given us confidence and peace of mind in the future plan."
Jamie & Denise L Business & Medical Professional
“Glenn was able to explain things in a clear way. Through Glenn's knowledge and experience, I feel confident the advice given was right for my needs."
Ross C Professional
“We retired nearly 4yrs ago & life is great. Our current life is still mostly due to the excellent advice we received from Glenn."
Trevor B Retired
“With previous advisers, we always needed to do the hard work to stay on top of things and make sure our super, insurance and investments were set up properly and working well for us. With Glenn, we have had this pressure taken off and never worried about whether we are in good hands."
Tom & Ashlea R
Why are we giving this away for free?
Great question. At Jigsaw Private Wealth we are specialists in helping people live a great life now while not sacrificing tomorrow. We have 20yrs experience in retirement planning.
The industry has been known for product selling, conflicted advice, advice not in the best interests of clients to name a few. We are all about challenging the status quo.
We believe the approach to planning someone’s retirement needs to be different from what was done for your parents. We are living longer, we are working longer, we are more active in retirement and these factors alone require a more dynamic approach.
With all the confusion in the media, we want to help more people get the fundamentals right, avoid the common mistakes and uncomplicate your finances.
Aren’t you doing to this get clients?
Sure, we will get clients from these calls. But, here’s the thing, we don’t just take anyone on as a client. There needs to be an extremely good fit and to be honest, we’ll both know that from our call. We only invite people into our community if we think there is a good fit. For others, they walk away with a template to implement their own strategy.
Is this going to be a waste of my time and just sold something?
Yes, I know what you are thinking. It’s going to be one big sales pitch and you are just going to try and sell me something?
The focus of these calls are 100% on helping you gain clarity about what you want when it comes to your retirement, how you are currently positioned and what opportunities you have available to make your retirement a reality.
If you believe that after this call, receiving your short report and completing the Investment Risk Profile I’ve wasted your time, feel free to let me know and I’ll donate $100 to your favourite charity, no questions asked.