CASE STUDIES
The following case studies give an insight into how we work with our clients to maximise their opportunities and to achieve their goals.
You will find direct quotes from our clients in italics.
Company Director aged 38 years, married 3 kids.
His concerns were:
- Knowing where we stood financially. Direct quote.
After going through the process:
It Gave significant clarity to where we stand at this point and how everything feeds into it and also what we can do at this point to effect the sort of changes that could mean retiring a couple of years earlier or buying that retirement home in the sun.
Two Medical Consultants and Company Owners early 40s and earning a lot of money.
Concerns:
- Are we spending too much?
- What lifestyle can we afford in retirement?
After the process:
- Financial Architects showed me what lifestyle I could keep when I retired.
- I am now much more aware we need to review our spending and costs.
- Financial Architects have shown me how to “get more time” to enjoy my life.
Senior Accountant mid forties in a major multinational, married with two kids.
Concerns were:
- Although there is a very strong income, will I have enough to live off in retirement, my wife is not working.
- I would love a holiday home in Ireland, can I afford it?
- I worry about finances, particularly in retirement.
After going through the process, the client had been:
- De-stressed me and gave me peace of mind.
- Plotted out my Financial Position for the foreseeable future.
- Realisation of how to use my financial assets.
Client 63 years of age and Married, presented with the following concerns
- Afraid he would run out of money.
- He was worried about Financial Security.
He wanted to know if he could afford to do the good stuff in retirement like:
- Spend six months abroad somewhere warm.
- Retire early.
After going through our process he now has:
- Peace of mind allowing him to do the things that are important to his family.
- Much more detail on how much he will have over next 30 years, clearly set out.
- Great to see how much he can spend over the next 30 years, clearly set out.
- Creates a financial “Road Map” to give him clarity on the future.
Successful Company Director aged 42, married with 2 kids, very hard worker and very conscious of over spending.
His main concerns were:
- Could he afford to retire early, (Assuming he kept on track)
- He had no idea if he was able to loosen the purse strings now to enjoy his money a bit more.
- He wanted to see the potential impact a job move would have on the longer term (If his income were to increase).
After going through our process:
- He had a “visible operational map of his finances”.
- Allowed him to tweak his finances.
- Organic Plan for your money.
- Changes immediate to help you see the future.
- Increased confidence about the future.
- Lifestyle improved as it allows you to make the changes you really want to.
Company Director aged 38 years, married 3 kids.
His concerns were:
- Knowing where we stood financially. Direct quote.
After going through the process:
It Gave significant clarity to where we stand at this point and how everything feeds into it and also what we can do at this point to effect the sort of changes that could mean retiring a couple of years earlier or buying that retirement home in the sun.
Two company owners aged early 40s, married one child.
The clients were not particularly concerned about money but just needed to know a bit more about what the future holds for them financially.
After going through the process they had:
- Huge level of comfort.
- Can approach retirement knowing we will be fine.
- Safety net.
- It’s the missing link, the future is no longer unknown.
- We can create different scenarios for our future.