Feeling more in control

Client: Hannah

What were their challenges:

When Hannah came to us, she was living in her home in Milsons Point, had some equity but also had a series of poorly performing and overly complex investments. Hannah wanted to get back to basics, ensure that she understood where her money was going, and invest wisely.

What did they overcome:

Lack of experience in dealing with large sums of money, lack of financial confidence.

How did I help:

Education, moved slowly, invested the money wisely, and encouraged her not to make big changes in the short term. Now she has grown the inheritance, helped her adult children, travels widely and is about to start a very comfortable and confident retirement.

What did they learn that I can share:

Learn as much as you can, don’t make rash decisions, but be more confident.

It’s my job to work as my client’s financial ‘lifesaver’ to ensure that they swim between the flags and that they don’t get in over their heads.