Financial Advice in Action
September 23rd 2019 | Categories: Should I See An Adviser |
Invest Blue helps clients and their families navigate through a range of life’s key adventures and achievements, with a view to help them to enjoy their lives, protect their future and live out their goals and dreams. Read on to learn about some of the experiences that have helped our clients navigate their way through life’s milestones with a financial plan.
First Home Jitters
With a team of Advisers as well as a team of loan specialists to support the stressful process of purchasing a home, Invest Blue is well equipped to support a client through ‘first home jitters’! Sydney-based planner David French and loan specialist Carol O’Shea helped a Sydney couple navigate their way to securing the property they wanted in a competitive market and even saved the day by securing their missing keys on move-in day!
Contact us to talk more about securing your first home.
Upsizing Your Home
A dream home is a goal for many, and it can take years to get there. With the arrival of three boys, it was no surprise that the Butcher family had outgrown their existing home on the Coffs Coast. Wanting to move into their new home sooner rather than later, financial advice was a logical next step for them.
They selected Invest Blue, who through Adviser Brendan Biddle provided a structure to make their goal achievable, enabling them to pay off their existing home as soon as possible whilst building their new dream home. With Paul working on contracts and Candy taking time at home to look after the boys, the flexibility afforded to them by Invest Blue’s planning has been integral to them enjoying their gorgeous new home.
Are you ready to take the next step and talk about upsizing your home? Talk to us or book an appointment with an adviser today.
Pursuing Life’s Dreams
Caitlin Wyndham isn’t interested in being rich, however, she does need an Adviser that she can trust. Instead of living a conventional life, in her 40’s Caitlin chose to invest her energies in the Blue Dragon Children’s Foundation in Vietnam, relocating there to live on the basics and give back. As someone who is extremely passionate about the community and raising money for worthy causes, Caitlin’s goal was to spend 100% of her time and energy on that, rather than worry about money.
To facilitate her ideal lifestyle and live out her best possible life, she appointed Armidale Adviser Steve Sewell to look after her finances with complete trust, suggesting they check in once per year unless he needed to contact her.
Having the investment that Steve has set up is very reassuring to Catlin, who knows she has security if and when she needs it. With Steve looking after her finances, she can invest to further support Blue Dragon and develop her passions for this important charity.
Are you wanting a change of lifestyle? Our advisers can help you unravel your goals and dreams, and set you on the path to living your best possible life. Contact us today.
A Well-Planned Retirement
Time can certainly fly, and when it comes time to check in on your super, there can be some unwanted surprises when you think about how much you will need for a comfortable retirement. Ron and Kathy Pearce were aware that they needed to plan ahead and engaged the services of Central Coast Adviser Steve Fort through word of mouth recommendations.
Steve ensured Ron and Kathy had their super structured to minimise risk through a broad distribution of assets, and that their money would outlast them, not the other way around! When it came to Ron achieving his goal of retiring at 60, it was going to work every day that he missed, not the salary in his bank account.
Are you looking to retire and aren’t sure about your superannuation and how to fund your ideal lifestyle? Talk to us today or book an appointment with an adviser.
Life’s milestones, while often hard to achieve can be a great source of joy and satisfaction. At Invest Blue, we are here to help you define your goals and dreams, following our process and working with our clients and their families so that they can live their best possible lives.
To start the conversation, reach out to Invest Blue today or book an appointment with an Invest Blue Advisor.
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What you need to know
This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.
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