The old man from Up planned well for his life– though he was not rich.
How did he pay off his mortgage?
How did he afford to pay for his wife’s medical bills?
How did he manage to have a comfortable retirement?
How was financially secure enough to fight off people who wanted to buy him out?
📚📚Straight out of uni in the mid-1990s, I joined Prudential Assurance, wanting to have a career that connects with people and have flexible working hours.
⏰⏳After a decade with Prudential, I moved to Financial Alliance. Here, we have an array of financial service partners, and this allows me to present more choices to my clients whether in the areas of insurance or investments.
👨👩👦👦👨👩👦👦In my personal life, I have 2 school-going boys. It will be awhile before they fly the nest– I became a parent late. As such should they choose a university education, the tuition fees will come at a time that clashes with me about to retire.
So I bide my time setting aside, preserving and growing my assets meticulously. All the while I dream of the mountains I will climb and the causes I will champion, without consideration of work the Monday after.
I’d like to enable my clients to have a retirement dream too. I hope they retire in dignity and live their last chapter with financial freedom!
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Will I be able to retire comfortably?