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As you approach retirement, it's natural to feel a mix of excitement and apprehension. After all, this is a significant life transition that requires careful planning and consideration. Here are some key points to keep in mind as you prepare for this new chapter, and why working with a financial planner can make all the difference.
In 2023 after 8 years in the industry I embarked on the journey to become a registered Financial Adviser. Completing my professional year in early 2024 was a significant milestone, since then I've had the privilege of directly helping people from all walks of life in navigate the complexities of personal finance. The journey so far has been rewarding but not entirely what I expected it might be.

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As you approach retirement, it's natural to feel a mix of excitement and apprehension. After all, this is a significant life transition that requires careful planning and consideration. Here are some key points to keep in mind as you prepare for this new chapter, and why working with a financial planner can make all the difference.
In 2023 after 8 years in the industry I embarked on the journey to become a registered Financial Adviser. Completing my professional year in early 2024 was a significant milestone, since then I've had the privilege of directly helping people from all walks of life in navigate the complexities of personal finance. The journey so far has been rewarding but not entirely what I expected it might be.