Planning for the Future
The primary focus of our retirement planning service for expats in Poland is to help you reach your goals without the risk of running out of money in later life.
We want to give you confidence and clarity so you can spend as much time as possible doing the things that are most important to you with the people that are most important to you.
Our retirement planning process includes:
- Helping you to understand your pension options, whether you are planning to retire in Poland or elsewhere.
- Turning your retirement savings into a reliable income stream.
- Developing a cohesive investment strategy to reduce risk and improve returns.
- Ensuring that your retirement savings are not decimated by inflation.
- Ongoing tax planning to reduce your tax bill.
- Coordinating all the moving parts of your financial life to create a successful retirement.
Finally, it should be noted that a retirement plan is not a “set it and forget it” exercise. It is a living and breathing document. You may not stay in Poland. Or, due to illness or redundancy, you may end up retiring earlier than anticipated. You may receive an unexpected inheritance.
The only thing that we know for certain with any plan is that, eventually, it will be wrong.
Therefore, we will continue to review and monitor your plan, in order to be able to adjust for life’s unknowns.
Global Perspective
+ Local Knowledge
Real People with Real Results
From our first meeting in November 2013, Ross struck me as a great listener and observer, as well as a professional financial adviser who asks the right questions in order to mutually define financial targets and investment plans. He is both very knowledgeable on the technical side of financial investments and has great inter-personal skills. Each meeting consists in a pleasant and relevant interaction that is well followed up on and brings value to my family’s financial situation.
I have known Ross for over 10 years now when I still worked in Warsaw. Since I have moved via Prague to Brussels – but have not changed my financial advisor. Why should I? Ross is highly competent, reliable, has a good understanding of an expat’s needs and always comes up with good solutions. Not selling a product at any price, but trying to understand his customer’s needs, providing supporting analyses before coming to a conclusion.
Highly recommended.
In looking for a financial advisor, key to me was to be able to feel that the person the other side of the table was trustworthy and would place my interests at the centre of advice. Ross gave me this feeling the first time we met and the cooperation since then has shown that it is really the case, with excellent support provided throughout the process he has been engaged in.
