As you approach or actively plan for retirement, you may find yourself juggling a maze of financial products while considering life changes, job moves, promotions or financial decisions. The result is a fragmented financial landscape and a blurred vision of your actual retirement outcome. Are you even still on track for retirement you will wonder.
Bertie Nel, head of financial planning and advice at Momentum, says the answer lies in achieving quality, purpose and alignment across your entire portfolio.
People often talk about the she science of success and Nel says the principle that success favours the focused is particularly relevant to financial planning. In the context of retirement, focus means cutting through the noise and complexity of fragmented products to concentrate on your desired retirement lifestyle.
