Client Success Stories of 2020: Part 2

As a financial planning business, you may be surprised to learn that our goal for our clients is more than simply financial success. Our goal is to ensure every single one of our clients is cared for and supported on their journey.

2020 was a tough year for many Australians. A year filled with too few good news stories. But it has helped us to reflect on the things we value most in life, things we often take for granted. Sometimes, looking at the silver linings in such chaotic times is the best way to move forward to bigger and brighter days. 

We understand that success looks different to everyone which is why we wanted to share a range of success stories, some of our most memorable of 2020 that we are particularly proud to be a part of – our good news stories. 

Retirement support to sleep peacefully

A couple came to me looking for advice during their retirement. One member of the couple had already retired and now they were both looking to enjoy their retirements together.

However, they were quite worried about generating enough income in retirement. They had recently received an inheritance but weren’t sure how they could use it to support their entire retirement.

They didn’t know where to invest it and they were unaware if they would be eligible for any Centrelink Aged Pension payments.

They were having trouble starting their retirement finance plan let alone enjoying their retirement like they deserved. What they really wanted was somebody who could guide them both to a comfortable retirement and continue supporting them along the way.

We were able to help understand their retirement goals and plan for their dream retirement together.

After establishing the foundations of their retirement plan, my clients told me they could now sleep easily and feel far more at peace with their future.

We now continue to work together to make sure they are comfortable and secure in their retirement so they can both enjoy their well- deserved time together.

Advisor: Janelle Kirk

Uncomplicated advice = happy clients!

I had a couple who previously had a financial adviser but were looking for a second opinion as they weren’t happy with the small amount of support they were receiving.

After chatting with them about the problems they were having, I soon realised that they felt that their investments were too complicated and weren’t being managed or reviewed properly.

After that first meeting together, we had already established what their goals were: to simplify their arrangements and make their investments easier to manage.

The time I took to understand their challenges and aspirations helped us to create a simplified strategy and ensure they had a plan in place to support their grandchildren in the future, which was important to them.

Since that first meeting, they have been happy clients of mine ever since and they take comfort in knowing that they can pick up the phone and firstly, that I will actually take their call and secondly, that we can have an enjoyable chat and they can get the answers they need to feel secure and relaxed. 

Advisor: Kristy Coulin

Successful TPD claim used to secure a bright future

I had my clients contact me recently after their TPD claim had been successfully approved. Unfortunately, my client had an accident which meant he would not be able to return to work again.

They were wanting advice on what they could do with the funds to make the most of them so that they would be set up for the future. They were also looking to plan for the retirement of the partner who was still working but planning to retire in the next few years.

Luckily, the TPD claim had not been paid out yet as this allowed for more strategies to be considered.

We discussed their goals and their future plans to ensure their years ahead were well funded.

Following the payout, we created a Disability Pension for the client which ensured that the couple would have a consistent income stream going forward without losing large amounts to unnecessary tax payments.

My clients now have a solid financial plan for the years ahead where they will be able to enjoy their retirement with a reliable income to give them security and peace of mind. 

Advisor: Matthew Simpson-Foster

We feel privileged to have been able to help so many of our wonderful clients create success, and at the same time deliver much needed security in their lives.

If you’re looking to achieve your own version of success, we can help you establish a plan which is not only simple, but also easy to implement – a plan that could help you to reach your goals sooner.

Take the first step and book an initial, no-obligation consultation with our highly experienced team of specialist financial advisers. We have offices located in Central Coast – Erina (CCFPG), Newcastle – The Junction (NFPG) and Sydney CBD (SWA).