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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