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“The psychological reassurance to the client was just as valuable as the financial security it gave…” – Sam Whybrow
“… that knowledge that there's a guaranteed source of income that's going to provide some of their essential and lifestyle expenditure, I think gives clients greater confidence around their other spending...” – Tristan Burd
“…giving them that guarantee of a base income can only help the client and I’m sure will make them feel more comfortable in recommending us to their friends and family…” – Mark Evans
In this latest video, three advisers – Tristan Burd (Denham & Burd Wealth Management), Mark Evans (Add Wealth Management) and Sam Whybrow (Thanks Wealth Planning) share how they’re using blending strategies to meet their clients’ changing needs.
Hear how they’re:
- treating spenders differently to savers
- addressing key risks in decumulation
- helping clients gain peace of mind by blending guaranteed income into their retirement planning.
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