Organisation is Key for
Financial Success
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Background
Alan and Shirley are a married couple with a blended family of mostly adult children. They owned a number of assets, some independently and some together. Shirley was not working and at 65, Alan had just retired, qualifying him to access his super. The couple had not undertaken any pre-retirement planning or seriously considered how they would manage financially in their retirement years. While everything was “going along ok” for them financially, once Alan was no longer receiving a salary and without a real understanding of the super laws and what their financial options might be, their basic question was, “Alan has just retired and we’re not sure we’re doing the right thing with our money. Are we set up properly?”
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How Personal Protection Insurance
SAVES LIVES
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Background
Chris and Emma were both working hard and raising their young family. Chris operated a specilised haulage business and had recently expanded his operation by purchasing a second transport business. Emma worked as a retail consultant. They had significant debt when Chris experienced a life-changing health event that meant he could no longer drive.
The couple were distressed about Chris’ health as well as stressed about their financial position, as much of the equipment in the business was leased and they had a mortgage on the home they had just built. They were considering whether a fire sale of their home, their business or both would salvage enough funds to support their future.
Understandably in the circumstances, both had completely forgotten that they had previously taken up a recommendation by Chris’ parents to seek financial advice which had included putting in place financial safeguards for an unexpected event such as this.
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Jeff Ebsworthy is known for helping small business owners, professionals and retirees to make smart money decisions so they can live the life they want…
These client stories are published with the client’s permission. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs. Jeff Ebsworthy is a financial adviser with EKO Financial Pty Ltd ABN 66 116 276 361 AFSL 514038.