Pre-Retirees
& Retirees
Those approaching or in retirement seeking income stability, wealth preservation, and estate planning guidance.
Understanding Their Unique Situation and Challenges
As retirement approaches, financial priorities shift from building wealth to ensuring sustainable income and preserving assets. Retirees need to make strategic decisions about withdrawals, pensions, healthcare costs, and legacy planning to ensure financial security for the long term.
Addressing Their Unique Needs
- Sustainable retirement income planning: Structuring portfolios for steady and reliable income throughout retirement.
- Tax-efficient withdrawal strategies: Maximizing retirement savings by minimizing tax impact.
- Healthcare and long-term care planning: Ensuring medical and living expenses are covered without depleting assets
- Legacy and estate planning: Preparing for the smooth transfer of wealth to the next generation.
How WealthHat Helps
We help pre-retirees and retirees build personalized financial strategies that focus on income stability, tax efficiency, and legacy planning. Our approach ensures that they can enjoy their retirement with peace of mind, knowing their finances are well-structured for the long haul.
Comprehensive services for your wealth
We serve institutional and individual investors by building strong businesses
One-Time Customised Plan
We offer a one-time customized investment plans and comprehensive financial plans designed individuals, families, and businesses. We assess your goals and risks tolerance to craft a plan you can implement independently, Ideal for those with less complex financial circumstances and those not seeking ongoing support.
Read MorePremium Wealth Retainer Plan
Our Premium Wealth Retainer Plan is an ongoing advisory solution for High Net Worth Individuals, families, and business owners seeking ongoing wealth advisory and financial planning. It offers personalized strategies for investment management, tax planning, and insurance advisory and more, all backed by our team of seasoned advisors.
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As a wealth advisor and fiduciary to our clients, our purpose at WealthHat is to help our clients achieve their financial goals and experience financial well-being. Our clients turn to us for the solutions they need when planning for their most important personal goals as well as family goals.
WealthHat Advisory Limited ("WealthHat") is a Corporate Investment Advisor duly licensed by the Securities and Exchange Commission (SEC) of Nigeria. WealthHat is a trademark of WealthHat Advisory Limited.
WhatsApp: +2348162134913
Email: hello@wealthhat.com
