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Pre-retiree / Retiree | Primassure
I'm a >>

DOCTOR

We love To Work With You, RETIREES!

As the average lifespan continues to rise, one can expect to spend a significantly larger portion of his/ her lifetime in retirement. This phase is normally characterized by diminished earnings, when in fact, the expenses towards lifestyle and medical expenses are on the rise. The Primassure Prime Plan is designed to tackle this double whammy with an approach that seeks to hedge RETIREES against inflation and other economic risks, enabling them to enjoy their golden years with dignity.

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To view some of the unique money challenges which most of the RETIREES we’ve asociated with have identified or faced, and our approach and solutions which have helped them achieve their goals and growth.

Challenge 01

Unsure what age likely to retire at and the level of income needed to support the planned lifestyle in retirement.

Solution

Our retirement model shows a few different scenarios of how you could adapt the savings just now and the impact this has on the income in retirement.

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Challenge 02

Uncertainty regarding the potential income from existing assets and investments for retirement, and the duration they can sustain it.

solution

Define retirement lifestyle goals, create a cash flow forecast for long-term retirement plans, and assess options of continuing or stopping work. Evaluate income levels associated with each scenario to determine potential income and legacy for the family.

Get in Touch

Challenge 03

Need to ensure affairs are in order after a recent health scare.

solution

Review financial and lifestyle goals, simplify finances through analysis, and balance risk with expected investment returns in designing the investment portfolio.

Get in Touch

Consultation

To schedule a complimentary one-hour consultation with Primassure LLP, please call (+91 98338-01134) or fill out the form below:

Do You Need a Financial Adviser?

This quiz should take you less than 5 minutes to complete and will help you decide if you should seek financial advice

Take Assessment

How Well is Your Financial Health Actually?

Get you score and powerful insights into the critical aspects of your financial health.

Take The Financial Health Assessment

Pre-retirees

  • Pre-retirees seek assistance in determining retirement age and required income for desired lifestyle.
  • They aim to assess potential support for family, including grandchildren's education, and sustain hobbies like travel.
  • Uncertain about adequacy of pension and savings, they prioritize maximizing retirement income and tax efficiency.

Retirees

  • Retirees aim to manage their finances to sustain their chosen lifestyle throughout retirement.
  • They seek strategies to support family needs and maintain their desired level of leisure activities.
  • With a focus on financial security, retirees prioritize optimizing income from pensions and savings while minimizing tax obligations.  

Interested ?

If YES, Contact Us on info@primassure.in.

Get in Touch