“I have peace of mind knowing that our affairs are in order and I will be looked after if anything should happen to John.”
John & Ruth
John & Ruth
Retirement Planning Clients
John was looking to retire, just before his sixtieth birthday. We realised we needed professional advice to understand if we could afford to do so, and to set-up any required structures to produce a regular income to maintain our lifestyle.
A Financial Adviser we knew, who was also retiring at the time, recommended that we speak with Marlene. Interestingly, at the same time we came across an article in the Daily Telegraph that mentioned her name. It reinforced and confirmed what the adviser had said, so we arranged an appointment to discuss our current situation and explore the options available to us.
In the initial discovery meeting Marlene ran a few numbers and advised that yes, we could afford for John to retire. To my surprise, he went straight out and retired – without telling me until he arrived home!
That was 11 years ago and since then we have continued to receive ongoing support from the team at UNIQ Family Wealth.