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Joanne has spent most of her working life as a senior executive in a private sector bank. As she moves into her 60’s she wants to take a step back and free up more time for family and other things she is passionate about in her personal life, such as travel. However, she feels it is a little early to stop working altogether and would like to ease into retirement by cutting back to three days a week at work.
Karen is a 40-year-old receptionist and Steve is a 50-year-old builder. They have been working long hours for years to give their three children the best possible life.
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The world of investing can seem intimidating, but we pride ourselves on making confusing financial jargon easy to understand. Everyone has a vision for where they would like to be financially. Unfortunately, without a little guidance many people will fail to get there. Investing for your future is a long journey, and it is important to choose an advisor who will be with you every step of the way.