CASE STUDY: WIDOWED MOTHER

One of the more rewarding things we can do is to help someone who has little or no experience with money to become a little more comfortable, and confident in their position. This was the case recently where our client’s husband had died suddenly leaving her with young children and very little knowledge of how to manage her household finances. Whilst there had been a life insurance payout which meant she was going to be OK financially, she had been unable to face the decisions she needed to make as to what to do next. One of her friends who had been a client of ours for many years, asked if we could help.

Our first step was to recommend a simple software tool which would enable her to track her day to day living costs and keep an eye on how much she was spending. We are also able to review this with her regularly to give a second opinion. We then recommended an investment which would provide her with the supplement to her income she needed in order to live the life she wanted. She had dreams of returning to study, so we set aside part of her nestegg to allow her access to liquid funds while she completed the course, and also gave her a buffer should something unforeseen occur.

None of this was rocket science, but our client was extremely grateful to have someone to call on should she need support, and to be reassured that the least of her worries were financial ones. We have been delighted to be able to provide at least this level of comfort.

WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

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GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

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FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

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IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

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WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!

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LEARN MORE ABOUT YOUR MONEY

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

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