Dream Retirement Friends & Family

We’re happy that you’re one  of our Dream Retirement Friends & Family.

Give yourself a pat on the back, because you’re already ahead than most people. You now have the joy and peace of mind that only comes from being ready for your future.

However, unlike you, some of your loved ones and friends may still be feeling confused or intimidated by retirement planning. If you know someone who has little savings, hasn’t started planning yet, or been putting off thoughts about it, please tell that person now:

It’s never too early or too late to start thinking about dream retirement.

Also, preparing for the future doesn’t have to be stressful. It can actually be fun, with the help of financial planning experts like us at Efficient Portfolio.

Like how we helped you plan your future, we can also help your loved ones:

  • Manage MONEY smartly and effectively, so it works hard for them with minimal risks
  • Structure TIME around a balanced and purpose-filled lifestyle, that actually makes them look forward to their future
  • Boost WELLBEING so that their body, mind, and relationships are in the best of health

Perhaps the biggest barriers in getting expert advice are limiting thoughts such as, “I don’t have money”, “I’m too young/too old”, or “Everything will be just fine, even without planning”.

When it comes to the future, big dreams deserve real plans.

So it doesn’t matter if your family or friends are in their 20s or 50s. We will help them make a smart, doable, and comfortable plan that’ll help them get to where they want to be.

So if you wish to help your loved ones and friends kick open the doors to their dream retirement, please SHARE this video with them. Feel free to post the video link on your Facebook, Twitter, LinkedIn, or email, so they too can immediately share it with others who need guidance.

The video below is all they need to get started. Charlie Reading (you know, the dream retirement expert) shares how to build, manage, and protect wealth. He also gives the clear A-Z on what to expect in the retirement planning process – so no need for anyone to feel confused or intimidated.

Thanks again for being part of the Dream Retirement family. Happy sharing!