Millennials buck the trend when it comes to retirement planning
RETIREMENT planning is something that Millennials and Gen-Zers are taking seriously, says MHA Tait Walker Chartered Financial Planner, Leonard Birnie.
While Leonard specialises in the retirement market, he says the focus has shifted and it’s now all about ‘lifestyle’ planning for today’s younger generations who know who they are, who they want to be, and with a bit of help, how to get there.
He said: “The younger generations are no longer purely focused on what their future might look like post-retirement. It’s not just about building up a pot of money over a number of years any more.
“Instead, we are seeing younger people approach us for advice on how a few tweaks to their lifestyle might enable them to achieve something they’ve always dreamed of.
We all know that money goes hand in hand with personal satisfaction, but happiness is being measured differently by the young and that means it’s about more than just pounds for Millennials and Gen-Zers.”
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