Ron had retired at the age of 58 after a career in General Insurance at AMP and had been living on his superfund. A friend from work referred him to Invest Blue and when he came to see Bernie, they worked out a plan to structure his super and assets and create an income stream that allowed him to live comfortably and do the work he loved.
Now, Ron works hard for one month every year; for the last 9 years he has contributed to the Christmas joy dressed as Santa.
“Over the last 5 years, Bernie’s advice has allowed me to have an income stream from my superfund, receive a part aged-pension and earn a bit from a Santa’s wage. The advice has also helped me to buy the Unit I live in now. I am very happy with Bernie, he has always been very good to me.
I knew very little about superannuation prior to working with Bernie. We sat down and went through my circumstances, choices and profile and developed a great plan from that. It suited me.
I know I can comfortably support myself and may be able to help support my family. Bernie’s advice gives me options and challenges me to identify my ongoing goals and dreams. Next on the cards? A holiday? A car? Help for the family? And many more years spreading Christmas cheer.”
What you need to know
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These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.