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.
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