Better Opportunities

In their 40’s and happy in their jobs, Dave and Sarah had invested a small amount of funds with a fund manager.

Dave and Sarah wanted to know if the funds they had and their management would provide the retirement figure they were targeting.

We undertook some research, working out what the amount of funds would need to be in the future including adjustments for inflation. Importantly, we worked out that if they stayed with their fund manager, that they would get an okay return.

Then, because our independence, we were able to demonstrate what outcomes might be available through working with top performing fund managers. It meant were were able to access higher returns while keeping the same risk profile.

The outcome? With Earnslaw Goodlights expertise, Dave and Sarah will now easily exceed the financial target they are seeking. And, they have spare funds for a few other adventures as well.