Whether you dream of traveling, picking up a hobby, or simply relaxing without money worries, planning now can make it possible. At EstaFin, we help you understand your needs, figure out how much you’ll need for retirement, and create a practical plan to secure your income and protect against inflation.
When you are retirement-ready, it means you are maintaining your dream lifestyle, covering health costs, and achieving your personal goals, without depending on your regular income.
We examine your retirement needs based on current expenses, the lifestyle you dream of, and expected inflation.
Step 2: Gap AnalysisIdentify the shortfall between your current savings and your retirement corpus target.
Step 3: Strategy DesignWe build your retirement plan using:
As retirement nears, we help you shift from growth to income generation, with minimal tax impact.
Step 5: Ongoing SupportAnnual reviews to ensure your plan adapts to life changes, health events, or new financial goals.