Coming Into Wealth

Steve was referred to Earnslaw Goodlight after he had recently received just over $1m in inheritance.

At age 52, Steve realised that he could retire early. But he also recognised that he felt uncomfortable managing his funds.

He was fearful that he might invest with the wrong crowd, not keep up with inflation or that he might miss opportunities.

We worked with Steve, to understand his risk profile, and presented several options that provide the income that Steve is looking for and keep up with inflation.

We also discussed the safety provided by our Trust account framework. After some minor changes, Steve has invested with Earnslaw Goodlight.