Retirees
It has been said that “the only sane financial goal is to not outlive your money.”
As a retiree, you need to have an investment manager who focuses on protecting the money you have worked hard to accumulate over the years. But you also need enough growth in your portfolio to keep up with inflation and generate income for years to come.
Fortunately, there are asset managers who know how to do both. You’ve come to the right place.
Have coffee with me.
Here at Shadowridge we want you to feel relaxed, and at home. We pride ourselves on our unique take on financial advising.
Come by, and grab a coffee we would love to get to know you.
An experienced investment manager with over 40 years in the business, Will Hepburn has seen boom and bust cycles come and go. He knows what it feels like to be a retiree. He understands inflation and how the markets work. He can tell you where your portfolio is exposed to risks and what you can do to mitigate them.
Book a call with Will and get a second opinion on your retirement portfolio from someone who understands the markets.
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Who Else We Serve
Retirees
Couples
