Greg was looking forward to retiring. He’d worked hard in his own construction business since he was 25, putting away super and investing in properties when funds would allow.
Because he loved his job, selling his business was bittersweet for Greg, but he wanted the luxury of time to travel Australia with his wife Dolly and spend an extended amount of time with his grandchildren in Queensland.
Greg had a super fund that wasn’t working as hard as it should and investments that he wasn’t sure were paying solid returns.
Lindsay advised Greg to reallocate some of his investments and Greg now has a diverse portfolio that on average makes him an eight per cent profit per year.
The outcome? Greg has the retirement he’s always wanted.