Currently Retired


You worked hard during your career and want to know how to sustain your wealth and lifestyle.  CWF Group works with retirees, so that they can enjoy the fruits of their labor instead of worrying about their finances and investments.

Questions you might have include;

  • How much retirement income can I generate to live the lifestyle I desire?
  • How can I make my retirement portfolio last the rest of my life?
  • How do I minimize taxes on my portfolio?
  • How do I transfer my wealth to my family and minimize the tax impact?
  • How can I simplify my financial life?
  • How can I grow my wealth, but still sleep soundly at night?
  • What’s the best way to leave a legacy with my loved ones?
  • What’s the financial impact if my spouse needs long-term care?
  • How do I maximise my retirement benefits whilst still maintaining my capital?

CWF Group lends clarity to these questions and so many more.  To find out more click here to speak with one of our specialist.