Client Story: from lemons to lemonade

November 11th 2016 | Categories: Financial Planning |

beautiful view of Geiranger Fjord Norway

In 2014, Sam was suddenly made redundant by his employer of 26 years. At 57, he didn’t believe retirement was an option and felt daunted by what lay ahead; two of his daughters were soon to be married.

Sam and his wife, Karen were referred to Bernard Fehon from the Penrith Invest Blue office which led to many changes. Sam was able to retire with financial peace of mind, their mortgage was paid off late last year and in May, Karen fulfilled a childhood dream to visit Norway.

“He was tremendous and explained everything in layman’s terms. Bernie assessed our financial position and went away and did some research and when we caught up again, recommendations were made and he said we were in a position for me to retire.”


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