Overlay Graphic
A Festive Retirement for Ron
Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

A Festive Retirement for Ron

Ron was 65 when he approached Invest Blue and was looking for a plan to help him through the years of retirement.

Ron Watkins sitting on Santa Claus' lap

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.”

Ron Watkins

 

Find out how Invest Blue can help you achieve your dreams
Fields marked with an * are required