The All-Encompassing Lifestyle Financial Planning Service

John & Sarah

John & Sarah were nearly there, or so they thought. Trouble is they didn’t know where ‘there’ was.

It all started one night when John, a Senior Pilot for a major long-haul airline, flying over Outer Mongolia, on yet another quick turnaround flight, suddenly thought to himself “How much longer do I have to do this?”

John used to live to fly. Every minute he could be in the air he would. But now things were different. Increasing pressure, increasing regulation, continued testing and increasing cut backs, it was no longer the same. the fun had gone. And now, aged 55, he was thinking ‘WHY and I still doing this?’

John loved to fly, but wanted he to fly now more than ever was his own single engine, two seater biplane. Now that was real flying. That’s what he wanted to do. To buy and fly his own beauty.

He had a great pension. he’d built up some capital. He’d nearly paid off his mortgage. But what did it all mean?

Was he ‘there’ yet?

He needed help.

So, with an introduction from a friend, he turned to our Lifetime Financial Planner to help make a sense of it all.

Our Lifetime Financial Planner helped Joan and Sarah get a fix on what they wanted, and when they wanted it, and on the sort of lifestyle they wanted to enjoy.

Travel? “No thanks!” They’d done enough of that in their lifetime. Now, their interest was, for John, flying and for Sarah, breeding goats on their own 20 acres.

So, with a full understanding of the clients, and having obtained all the details of their existing arrangements, and more importantly having broken down the cost of their desired future lifestyle, our Lifetime Financial Planner crunched their Number – the amount of money they needed, taking everything into account, to live the life they wanted, for the rest of their life, without fear of ever running out of money.

The result was that YES, they were already there – so long as they built into their financial planning a house downscale at around age 75.

So, for Sarah no more long periods spent alone. She now has more than just the goats for company. That’s because John no longer flies long-haul. Instead he enjoys the wind in his face at the controls of his own bi-plane. And, as a thank you, our Lifetime Financial Planner continues to get an annual supply goat’s cheese.

 

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