A seamless transition.

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Anne, age 58, attended a financial education seminar in her workplace which led her to request a meeting with a my wealth Adviser to consider whether she could retire. Her Adviser reviewed her current financial position with her objectives in mind and outlined her retirement income options.

Anne comments; “I was really happy with the advice I had received. It was really helpful, thorough and measured. I received a report following the meeting which reiterated everything that was discussed.”

Following this, Anne made the decision to retire and also appointed my wealth to manage her investments. She explains; “Taking up retirement was a seamless transition from one stage of life to another. Also, now that my money is being actively managed, I don’t have to think about it and it is a relief that it’s being looked after.”

Anne adds; “I’m perfectly happy with the service I’m receiving from my wealth and would recommend it.”