Case Studies

Case Studies

Real-life examples of financial planning in action

 

Trust In Us

John and Toni – a couple in their mid 60’s – sold their business and are enjoying retirement. Both are following hobbies they never had sufficient time to enjoy whist working. Our Cashflow Modelling Tool painted a happy picture when we first ran their numbers: They had no mortgage on their home and their portfolio of investments was more than adequate for their needs:  A perfect retirement situation.

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Life Stages

We’ve been working with Mike for the last 18 years, since he was 35. At that time his needs were centred around income protection – to ensure that an income was retained in the event of an illness – and small pension contributions – with an eye on the future.

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In for a Safe Landing

When we talk to clients, one matter that is always discussed is “attitude to risk”, in terms of investment. The regulatory bodies dictate that we ask a series of scenario-based questions about the subject in order to determine a person’s attitude to risk. The levels of risk are usually categorised with labels that range from “cautious” to “adventurous” and reflect the flexibility that a person has to make or lose money.

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Know your numbers

An interesting thing happened earlier this year that proves what we say about “knowing your numbers” – especially if you’re a business owner.

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If you would like a free consultation so we can help you plan the retirement you deserve then just click here and fill in the form on our free consultation page and we will be in touch.

 

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