Mark & Emma – Flirting with 40’s

Life changes meant they couldn't do it themselves anymore

BACKGROUND

As a freelance international opera singer and Lecturer and a Costume Supervisor/Designer, Mark and Emma, both aged 37, found life simple a few years ago. But with starting a family and receiving an inheritance, now they needed financial forward planning and knowledge to create goals and strategies for the future.

Recognising their expertise was in the arts and not finance, they sought advice from John Hollyman at Eqeus.

It was through getting to know John and more importantly his sympathetic, gentle manner, always respectful and positive that soon gave us the confidence to trust in the process and for the eventual positive outcome.

OVERVIEW

Mark and Emma received a substantial inheritance and they didn’t feel comfortable to invest the money in any other than the most basic of ways. They felt that, in order to honour this gift and help it to grow into a stable base for their family they needed professional, skilful investment assistance. No longer could they do it themselves. Along with advice surrounding the inheritance naturally came much-needed financial advice regarding a variety of other loose-ends.

OUR PROCESS

Eqeus assisted Mark and Emma to look at their goals and values and jointly decide upon their priorities and plans for the future. With this individual understanding a tailored, personalised strategy was created providing risk and returns that were compatible with their own beliefs and expectations. 

John was able to provide clarity of Mark and Emma’s current situation, explain matters concisely but without being patronising and offer confident, sound advice.

Under John’s guidance Mark and Emma have completed their wills, have up-to-date, adequate insurance policies to provide peace of mind. They now have a strategy in place to ensure that their money is now invested in such as way that, in time, it will give a return in line with their goals.

CLIENT'S ASSESSMENT

“There is a challenge inherent in letting someone into such a private aspect of your lives and then allowing them to advise and ultimately take action on your behalf. It was through getting to know John and, more importantly, his sympathetic, gentle manner, always respectful and positive that soon gave us the confidence to trust in the process and for the eventual positive outcome.”

 

In a similar position to Mark and Emma? Need a strong strategist that will work together with your other professional advisers? Contact the Eqeus team today to arrange your initial discovery meeting.

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