After working for many years as a special educator, it was Jenny’s dream to have an early retirement and travel the world. In 2007, Jenny met with Invest Blue and with the help of Armidale Financial Planner David Stephen, and more recently Robert Pollard, she was able to retire even earlier than expected.
With a strategic financial plan in place, Jenny was able to pay her mortgage off in just nine years and is now debt-free. She also wanted to incorporate tax-effective strategies to handle her money which has helped make her money work harder for her.
“Having a financial planner, getting structures in place and having my money looked at and looked after, has given me the opportunity to retire in a way that I’m comfortable. I know that I’m going to be ok and that moving forward, my money will be looked after.”
At the end of 2015, two years before she turned 60, Jenny felt it was the right time to retire. She has since travelled the world and at the end of this year her tally will hit a total of 70 countries! Her favourite place of all being Antarctica.
We’re so glad that Jenny is able to enjoy the retirement that she deserves.
“I know that I’ve been given the right professional advice to keep my finances in order. Invest Blue have given me the guidance to make my money work better.”
Invest Blue Pty Ltd (ABN 91 100 874 744) and Subsidiaries trading as Invest Blue, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.
What you need to know
This information is provided by Invest Blue Limited (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.
You may also like