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Book TodayManaging your finances in retirement is crucial, and getting it right from the beginning is essential.
An Approved Retirement Fund (ARF) is a tool that helps you do this. It allows you to actively withdraw money from your retirement fund while also focusing on growing and preserving your capital over the long term.
The investment choices within an ARF are vast, ranging from traditional insurance company funds to self-administered plans. This variety lets you select an investment risk level that aligns with your long-term goals. While investing through an ARF offers the potential to grow your retirement savings, it also introduces a level of risk. It’s important to understand and be comfortable with these risks, as they may be different from those you’ve encountered before.
At Elevate Financial, we recommend an ARF to meet both your current and future needs, always considering the changing nature of investment risks. We also conduct annual reviews to help you manage these risks, adjust your investment strategy, and ensure you have the income you need during retirement.
