Have you thought about the life you want to lead after you retire? Do you want to travel a lot more? Do you want to take courses and learn a new skill? Do you want to make sure your house is completely paid off so you'll never have to worry about making monthly mortgage payments?
Whatever plans you might have, we're sure you want your golden years to be comfortable for yourself and your family, and you can make that happen with your strategic financial plan.
Here are 5 essential steps to take before starting your strategic financial plan for retirement:
Speak to us today at any HSBC branch
1. Decide when you want to retire
2. Estimate how much you'll spend after retirement
3. Review your investment returns
1. Your retirement portfolio
2. Your after-tax rate of return
Let's look at an example:
4. Establish your risk tolerance
5. Determine what you have now
Planning for your retirement
Retirement products and services from HSBC
We've developed a robust suite of retirement-related products and services to help you plan for financial security after retirement, to help you sustain the lifestyle you want to be living.
Some retirement solutions for you to consider:
HSBC Life Retirement Income
Find out about your retirement income options.
Need some financial advice?
Schedule your strategic financial planning review today.