Peta and David had been married for over 40 years, when David was diagnosed with cancer and sadly passed away. Faced with uncertainty about who to trust and having to make critical financial decisions alone, Peta contacted us.
We took the time to listen to Peta and gained an understanding of the issues she faced. Essentially, she felt the need to keep things familiar and maintain her current lifestyle but didn’t think she had the know-how to achieve this.
We provided the expertise and reassurance Peta needed and created a realistic lifestyle plan. Her investment plan was built to include a blend of high quality, dividend-paying stocks and short to intermediate term bonds. Ensuring Peta received reliable income, was not exposed to significant capital losses and didn’t waste her money on unnecessary tax, we were able to help her avoid re-entering the workforce and continue to focus her energy on her children and grandchildren instead of worrying about her financial future.