退休辅助计划使用年金来避震

SRS REVIEW SERVICE
SRS 审查服务

退休辅助计划(SRS)是个有利于增强退休计划的工具,最理想的情况就是将SRS纳入您整体的退休规划中,让您可以从中获得最大的利益。

随着你进入累积财富的不同阶段,您的投资组合也应该对应不同阶段而重新平衡,您的SRS策略也应适当地调整。

本服务将帮助您审查以下项目:

  1. 您的退休清单
  2. 您的风险接受度是什么?
  3. 您是否应该调整您的SRS投资组合,做重新平衡?

在适合的情况下,您将可以得到一个定制计划,让您可以合理的做重新平衡,并系统性的提取您的SRS资金。

若您感兴趣,请填写以下表格,我们会尽快与您联系。

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