SUSAN CAME INTO MONEY AFTERSHE WAS WIDOWED
Susan lost her husband and needed help securing her financial future
- Susan went through a big shift in her life when she lost her husband 17 years ago and had to sell her business a few years later.
- As a woman alone Susan wanted to find a financial adviser who she could depend on.
- When she got in touch with Ian from Wealthcorp, she didn’t just jump straight in. In fact, she interviewed him!
- Ian took the time to get to know Susan and soon realised that his advice would give her peace of mind.
- Name:Susan
- Married:Widowed
- Ages:67
- Advice wanted:Investment advice
How weHelped
Ian helped Susan to restructure her finances and focus on investment portfolios that were matched with her needs.
- Listen to Susan & identify priorities
- Complete financial modelling
- Develop a strategy aligned to Susan's values
- Meet, review and answer questions
- Implement strategy and build Susan's wealth
- Monitor, discuss and adjust
TheOutcome
17 years later Susan is now retired, and Ian works with her to maintain her wealth. His management means she has enough cash to enjoy a comfortable lifestyle whilst also having her superannuation and investment continue to work to meet her goals.
Susan’s living a life she never dreamed would be possible and has the freedom to pursue the things she loves without worrying about her financial security.
SUSAN ENJOYS THE FREEDOMSHE'S GAINED
“Ian’s advice has given me the confidence to live the life I want. Now I’m retired, I’m busier than ever - taking my grandkids away on holidays, doing aid work overseas and visiting family around the world. And it’s all thanks to Ian’s advice.”
OTHER PEOPLE WEALTHCORPHAS HELPED
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DISCLAIMER
Please Note: Our case studies are based on interviews with our valued clients who were keen to volunteer their stories. However, to protect their privacy, names and photographs have been changed. All quotes are their own words.
