She was in her 50’s and thought she could do nothing in the time left to retirement.
With only $180,000 in super and $40,000 in savings, life’s setbacks had discouraged her. Within half an hour she saw there were strategies and alternatives and felt she could plan and control her retirement.
She wanted control, but wanted to know there were experts to help her on the journey. She could sacrifice $400 a fortnight, start a self-managed super fund and attend seminars about investing in strong companies and other asset classes.
“Thanks for all the info. My head is swimming! – I am really excited about all this and am forever grateful for your help.” (Genuine client case, privacy restricts name publication)