Alan, 45, had his own plan: he would avoid pensions, pay down his mortgage as quickly as possible and accumulate cash in his business to allow him to retire at 57. He could see no reason to speak to an advisor as he felt everything was well positioned to do this.
His accountant put him in touch with us.
In the first meeting with Alan and his wife Jane, we got to know them really well, listened to their story, uncovered their hopes and their fears regarding their family’s future. We asked them how they would like to live their lives if money was not a factor. We then worked on calculating as best as possible their current and expected future expenditure at various points and went about building a plan to help them understand where they were heading financially. We could then compare this with what would be required to meet all of their life goals.
In their case, the news was not good. Using Financial Planning Software and the agreed assumptions in the plan, they were running out of money at 69.
However, again using Financial Planning Software, we were able to show how much money they needed to allow them to meet their goal to retire at 57. This information alone is powerful and will often act as the catalyst for action.
We then worked together to put in place a savings and investment strategy which would vastly increase the chances of meeting this and other goals.
As a result of this process, Alan’s business outcomes went from strength to strength. Once you are armed with the knowledge of what needs to be done, it really is amazing how this can be made to happen.
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The expertise and dedication of this team have been game-changers for our business. Highly recommended! Outstanding service! Their innovative approach helped us achieve measurable success in record time
From start to finish, the team provided unparalleled support. They truly understood our needs and delivered results that surpassed our expectations.
The team at exceeded our expectations with their strategic insights and innovative solutions. Their professionalism and dedication to our success were truly remarkable.
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