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Reliable Retirement Planning Specialists in the British Virgin Islands

About

Retirement Planning

Reliable Retirement Planning Specialists

Planning your retirement can be exciting, even though the future can seem uncertain. But with a proper retirement plan, you can face the future with confidence and optimism. PROVEN provides customized retirement plans created to match your current financial status and future goals, so you can enjoy your retirement with peace of mind.

Typical retirement challenges our clients go through

If you’re planning for retirement or elsewhere, you might be faced with some challenges, more so if you’re eager to take full advantage of your newfound freedom by traveling the world. Here are some of the usual questions we get from our clients:

How much income will I need?

The ideal retirement income is one that makes a provision for meeting your yearly expenses for 25 years or more. At PROVEN, we’ll take into account some assumptions based on your projected lifestyle and other considerations before giving you a clear view of your financial future.

How much retirement fund will I need?

Considering the income from above and other planned one-off expenses along with inflation between the present time and your life expectancy, then decide if you want to leave a legacy or not, our experts will then use their experience and skills to give you an educated estimate of your required fund size.

How much do I need to save or invest to meet my retirement target?

We will compare your required income and retirement fund as well as your current financial circumstances. If these costs are not covered by your savings and existing pension, we can calculate the difference and design a plan that’s affordable to you to help bridge the gap.

Our retirement planning process

There are five steps to our retirement planning process:

Get more information about you

To assist you in planning for a secure and comfortable retirement, we need an in-depth knowledge of your current circumstances and your future plans. We’ll need information about your retirement goals and any other concerns or questions you may have.

Crunch the numbers

An analysis of your financial situation and calculation of any gaps will be carried out. We’ll consider your affordability and risk profile before coming up with the best options for you.

Produce your retirement plan

We’ll recommend a tailored retirement strategy and design a personal retirement plan for you. This can includes specifics on ways to improve your financial lifestyle while you save, and the best ways to manage your money while working.

Effect your retirement plan

Once you’re satisfied with your retirement plan, we’ll set it in motion right away, so you can rest assured there’s a well-structured plan in place to take care of you when you eventually retire.

Continuous reviews

Once your plan is active, we’ll carry out regular reviews in line with your personal circumstances to ensure your plan is effective. If there are any recommendations or advice that we feel will be of benefit to you, our specialists at PROVEN will give them, to ensure they are in line with your long-term goals.

A Well known author Jean Chatzky once said

“Knowing where you stand in your quest to accumulate enough money for retirement is an incredibly important part of the planning process.”

Backed by years of experience delivering plain, simple advice and guidance, we provide clear-cut tailored financial guidance that will help you reach your personal retirement targets. We’re regarded as a leading company in the industry thanks to our track record and focus on assisting clients with their retirement planning requirements.

To request a complimentary retirement planning assessment and find out how you can save for the future through our service, please get in touch with PROVEN today

Never depend on single income. Make investment to create a second source.

FAQs

What is Secondary or Follow on Offering? How do they work?

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What timeframes do you work with?

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Do I need to know anything about financial markets or investing?

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Is there a fee for our initial meeting?

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How much money do I need to start?

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What happens if I decide to leave Cayman?

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Which currencies can I invest?

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Will I get regular updates on how my savings plan is performing?

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PROVEN Wealth is licensed and regulated by the Financial Services Commission.