Seizing the day
Meet Gail and Tim. Avid golfers and dedicated to their lifetime careers in the events industry. A solid and enjoyable career, until now.
When Coronavirus struck, the couple were hit hard. With all events cancelled and an uncertain road to recovery, the future looked gloomy for Gail and Tim.
The couple decided to reassess. Like so many, the pandemic had given them time to reflect on how valuable and short life can be. Following the tragic loss of a recently retired friend too early, Gail and Tim were determined to seize the day and enjoy life, whatever it threw at them.
They were particularly keen to explore early retirement and enjoy more of their favourite hobby, as well as spend time with their beloved grandchildren, so they got in touch with Aaron, their Independent Financial Adviser.
Aaron sat down with them to help them visualise different options and financial scenarios that would help them see the choices they had. With the possibility of future contracting work and taking into account how much they needed to live on and how much they owned already, Aaron helped Gail and Tim work out how they could semi-retire.
With a plan in their pocket and a golf-ball in hand, Gail and Tim are now living life to the full. They can while away hours on the golf course, plan future holidays abroad and spend precious time with grandchildren, confident that they have enough money for a fulfilling future too.