Senior corporate employee?
Some of our clients are senior corporate employees. They’ve worked hard over the years, have good income and have built up a number of assets - perhaps pensions, investments and share options. We’re often asked for our help when people want to take stock of where they are, perhaps because they’ve decided it is time to review everything or because they are approaching retirement. Some clients come to us because they’ve stopped enjoying work as much as they used to. They want to do something else and would like to retire early.
It is easy to get lulled into the routine of working hard to earn high income and build wealth. For many people, this was the choice they made to look after their families, perhaps funding education and university fees. It became the routine because it had to. However, there comes a point when these expenses reduce and it is time to start focusing on what you want again.
A statement we sometimes hear from new clients is that they don’t know how to stop building wealth and start enjoying themselves more! Saving and investing has become a habit. It is a great habit – without it they wouldn't have built up their wealth. However, there comes a point when the money is there to support you and maybe this means that you can spend more, rather than investing more.
We’re mindful that none of us can take our money with us when we depart this life. So, if you know what life you want to live and what your money is for - and you have a simple financial plan based on that desired lifestyle - then you may choose to do more of what you enjoy and less of what you don’t. You'll probably have more peace of mind and more fun too!
For more information on how Enlightened Money can help you please contact us.
It is easy to get lulled into the routine of working hard to earn high income and build wealth. For many people, this was the choice they made to look after their families, perhaps funding education and university fees. It became the routine because it had to. However, there comes a point when these expenses reduce and it is time to start focusing on what you want again.
A statement we sometimes hear from new clients is that they don’t know how to stop building wealth and start enjoying themselves more! Saving and investing has become a habit. It is a great habit – without it they wouldn't have built up their wealth. However, there comes a point when the money is there to support you and maybe this means that you can spend more, rather than investing more.
We’re mindful that none of us can take our money with us when we depart this life. So, if you know what life you want to live and what your money is for - and you have a simple financial plan based on that desired lifestyle - then you may choose to do more of what you enjoy and less of what you don’t. You'll probably have more peace of mind and more fun too!
For more information on how Enlightened Money can help you please contact us.