
Retirement planning
Retirement planning is a crucial aspect of the asset management services we provide to our clients, particularly individuals. Ideally, retirement planning should begin as early as possible, especially when individuals start accumulating surplus funds. In Croatia, many people have insufficient contributions to pension funds for a secure retirement, making it essential to take personal responsibility for financial security.
Our goal is to assist clients in building their own financial reserves for retirement through smart investments that are resilient to inflation. The retirement planning process includes determining the investment horizon, calculating financial needs at different life stages, assessing tax implications, evaluating investment risks, setting investment goals, and diversifying risk.
For effective retirement planning—especially if you have significant assets or income—professional advice is essential. Our team of experts is available to ensure that your financial future remains secure and stable.
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