13/08/2026
Your retirement is a business and it deserves to be managed like one.
If you reframe how you think about retirement planning, everything changes. Instead of seeing it as a distant savings goal, picture it as a business that will one day pay you a salary. And like any well-run business, it needs the right person at the helm.
Appointing a financial advisor isn’t just about picking funds, it’s about bringing on a business manager. Someone who understands the nuances of your specific plan, knows how to structure your retirement annuities to land in the most favourable tax brackets after retirement, and builds blended portfolios designed to generate sustainable income when you need it most.
The earlier you start thinking this way, the more time your “business” has to grow.
**(The numbers Bartho references in this video are used as illustrative examples to bring the concept to life, your figures will depend on your unique situation.)
