Retirement! Why the first thing is taking a step back.
We have heard many customers stories of how they went head-first into buying a retirement plan. But that is a tricky business as it calls for a lot of quick guesswork that might burn your fingers in the end.
Proper retirement planning process requires a lot of intricate information sharing before you can make the right investment.
So, slow down, take a step back, and talk to our professional advisors, it might take a few questions but it will give you great results.
Bima Hakika is already doing the heavy-lifting by integrating into your decision-making journey.
With the help of our team of advisors we match your needs with the perfect retirement plan and scheme that will maximize returns. Helping you gain deeper insights of available options without additional effort and too much time from you.
All you need to do is make sure you equip us with accurate information that is necessary to set you up to get the most value out of available market schemes.
Follow these 3 key considerations to identify your pension planning needs.
- Define your retirement planning goals upfront.
Your goals work to not only give you focus and commitment but also help us find a product that best addresses your goal. Make sure your goal is quantifiable, and measurable. Doing this upfront will help you define and measure the success of your pension plan in covering your anticipated retirement needs.
- Give the right data for the problem.
A pension plan is as good as the customer provided info. So, to give effective advice, you must give the right data for the problem you are trying to solve. And not just a few data points. Financial advisors need a lot of data to learn and recommend the right solutions.
Your information will need to be formatted, cleaned, and organized for our financial needs and planning, it will need to accommodate both your future budget and current position, so do not withhold key data points.
- Trust a diverse team with the right experience.
Our team of skilled experience advisors will walk with you to establish your specific retirement needs, advise on the critical points when it comes to choosing a pension scheme, guide you on the most stable interest-earning options, and guide on any added benefit and are accessible for after-sales service.
The choice of the type of pension plan one prefers is decided at the commencement of contribution. Whether pension plan or provident plan we will guide you based on your retirement goals. That is why engaging a cross-functional team is essential to a pain-free experience!
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This article is written by our Principal Officer Winnie M., who has vast insurance knowledge spanning over 10+ years in the industry. You can write to her and/or share feedback via this email email@example.com