Case Study – Making the Move to Work Less and Live More
Building a future that fulfills the life you’ve worked hard to enjoy.
Phil and Vicki – Camberwell
Phil and Vicki were career schoolteachers, in their early 60’s when we first met. They wanted to understand how they could start to transition to retirement.
They still have a large mortgage on their family home.
They didn’t know how to access their super and what they would be eligible for by way of age pension.
They struggled to see how their cashflow could be maintained without working.
Due to health issues, it wasn’t feasible to continue with the current work arrangements.
They had thought about seeking advice for years but felt overwhelmed about where to start and what the answers may be. Until they were referred to us!
We sat down with them to understand their current situation and what they wanted their future to look like.
Through our detailed analysis we were able to show them a path forward where the future they dreamed of could become a reality. Our recommendations cover many areas including insurance claim, tax effectively building and accessing superannuation, debt reduction, maximizing centrelink and downsizing just to name a few.
They’re now enjoying retirement beach side.
Though it hasn’t always been smooth sailing, live throwing them a few curve balls along the way. Phil and Vicki are grateful for the guidance each step along the way.
Find out more about how you can get your finances on track with your retirement or schedule a complementary discovery call with us today.
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We simplify complex financial concepts, making sure you understand your options and can make an informed decision about your future.
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