Can you see your financial future?
Janet’s Story: Life After Redundancy
Do you have a plan in place?
Not having a financial plan for the future can hold you back from living your life to the fullest.
Let me show you why it’s so important. Here’s a financial planning experience one of my clients, Janet.
Janet’s Challenge
Janet has been a primary school teacher for over thirty-seven years. And recently, she has been offered a redundancy package of £38,000 and access to her teachers’ pension. Since the news of the redundancy offer, Janet and her husband, Simon, were worried. They were mostly concerned that they wouldn’t be able to afford the lifestyle they have now. And with little knowledge of financial planning, they felt sure they were facing disaster. They knew they needed the help of an Independent Financial Advisor. That’s why they came to Assured Wealth. They wanted financial advice that would give them clarity of their financial future.
Our Solution
Over a few meetings, I did two important things for Janet and Simon.
Firstly, I reviewed their life goals. The things on their bucket list which they wanted to do together. This included things like taking big holidays and moving into their ‘forever home’.
And secondly, I reviewed whether they could continue to maintain the lifestyle they had now.
After expert cash flow planning, I had some good news for them. I was delighted to share that they could afford their lifestyle. Not only this, but they could also afford a more expensive ‘forever home’ that was on their bucket list. And the news got even better when I told them they could make the move five years sooner than they expected!
What happened next?
As a result, Janet took the redundancy package and they bought their new bungalow. By coming to Assured Wealth, Janet had unlocked opportunities she never knew existed. She had come to us with a simple question and left with a life-changing solution. We had surpassed her expectations.
Thanks to my help, Janet didn’t need to work again, but that won’t keep her away from her love of teaching. You’ll still find her in the classroom for two days a month!
Get in touch with us
Are you in a situation where you can’t see the longer-term financial impact of a life-changing moment? Or do you know someone who is? Then don’t feel confused for a second longer.
