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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.
Henry is 55 and was recently made redundant by his employer. He isn’t very keen to return to full-time work, but he doesn’t feel comfortable that he has the financial resources to fully retire and wants to consider his options.
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.
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.
