Financial Freedom service - before vs after

In this article, we share some of the worries our clients had around retirement and explain how the Financial Freedom service addressed these concerns.

*All quotes below were volunteered by genuine clients and have not been edited

Paul, Queensland, Recently Retired

Before:
When I first retired, I was worried sick as to whether my wife and I had saved enough to last in retirement.

After:
It’s a great tool to give confidence that you’re in a good position. I plan to get another report at least every 2 years. I love that we had the ability to adjust the calculation to test different circumstances.

Sonny and Veronica, Tasmania, Retired

Before:
COVID’s effect on the market (and our super balances) left us worried we wouldn’t be able to achieve our retirement goals.

After:
The results in the report were explained to us in terms we could understand and provided us with a really clear picture of what was achievable. It was valuable to be able to explore scenarios specific to us and see what effect they would have on our lifestyle in retirement. We would highly recommend this service for retirees like us who are looking for clarity around their retirement spending.

Valerie, Tasmania, Approaching Retirement

Before:
Contemplating an active retirement in the next year or two, we wanted to know if our various bits of super, pension funds and savings would be enough to live comfortably for the rest of our lives, however long they may be, with the occasional adventure and travel to visit family and friends. We were not interested in detailed financial plans or paying expensive annual financial planning fees.

After:
The (Jubilacion) team listened to us, asked the right questions and then patiently guided us through some alternative future scenarios we provided, step by step. It was reassuring and fascinating. We’re looking forward to an active retirement sooner, and for longer, than we expected.

Paula and Stu, Victoria, Planning for Retirement

Before:
We had serious concerns that our super balance wasn’t going to be enough to cover our planned spending for the rest of our lives. As a result, we were looking into some high risk, high reward investment strategies to bolster our super balances before retirement.

After:
Jubilacion was able to take a look at our financial situation and illustrate what our life in retirement would realistically look like. We were pleasantly surprised!
They were able to factor in our plans to work part time, planned overseas holidays and inheritances to provide a yearly amount that we could rely on for the rest of our life.

Sue and Robert, Victoria, Approaching Retirement

Before:
It’s really hard to summarise your whole life in numbers. It’s really scary not knowing these details…

After:
(Jubilacion) were able to answer our questions regarding our superannuation (if we would have enough) and also set us on the correct pathway as to what our spending and retirement would look like.
Would definitely recommend their services to anyone that is also looking towards retirement and needs some clarification if they are heading in the right direction.

Jenny, Victoria, Approaching Retirement

Before:
As a self funded retiree I really needed to know if I could afford to retire on my predicted budget (with a travel allowance). If not, what budget and travel amount could I afford? If I was to live a longer period would I be able to get the pension at some stage or did my property exclude me from that benefit?

After:
After seeing the results I was confident that I was in a position to retire. Prior to the meetings I thought I might be close but was uncertain and nervous about potentially retiring without enough money.
The Financial Freedom report has encouraged me to proceed with my retirement in the next couple of years, starting off with taking my long service leave. I have also planned and booked a holiday and looked into changing my vehicle to something more suitable for travelling around Australia.
The best thing about the process is the confidence it has given me.

Does this sound like you? Get in contact with Jubilacion today to find out how we can help put your mind at ease as you approach retirement.

Paul, Queensland, Recently Retired

Sonny and Veronica, Tasmania, Retired

Valerie, Tasmania, Approaching Retirement

Paula and Stu, Victoria, Planning for Retirement

Sue and Robert, Victoria, Approaching Retirement

Jenny, Victoria, Approaching Retirement

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Liam Azzopardi

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Financial Freedom service – before vs after

Paul, Queensland, Recently Retired

Sonny and Veronica, Tasmania, Retired

Valerie, Tasmania, Approaching Retirement

Paula and Stu, Victoria, Planning for Retirement

Sue and Robert, Victoria, Approaching Retirement

Jenny, Victoria, Approaching Retirement

Get started for free

Liam Azzopardi

Contact us.

Newsletter signup.

Business details.