In a Planner Casebook feature in the latest Financial Planning Today magazine, she explains how her client recently sold his remaining shareholding in his business and how he welcomed a relatively simple approach to funding his income.
Her client had never previously sough financial advice until just prior to the recent company transaction.
Her client looked back at his investments since he sold half his company in 2017 and he realised that with the benefit of advice he might have planned differently.
Subscribe now to Financial Planning Today magazine to get access to the full article as well as a 3-year library of back issues and every new issue as it is published.