In 2013, Matt and Debbie were happily planning for the future…
With retirement around a decade away, they felt comfortable with their finances, particularly with Matt’s Defined Benefit superannuation. And then a change in Matt’s employment circumstances threw their world, and their plans, into a spin. They got in touch with Apt Wealth Partners, and today, the couple are on track to live their dream retirement.
“I was working for a large international corporation, and had a Defined Benefit Scheme on my super, so I felt really comfortable that no matter what happened, I’d be okay in retirement,” Matt explains. “So when the company was sold to a new parent organisation who discontinued this arrangement, it was devastating.”
Matt says the couple were in a state of panic when they reached out
to Apt Wealth Partners Director, Andrew Dunbar, for guidance. “We really didn’t know what to do and we were genuinely concerned about our future. In that first conversation, Andrew just took control, and we knew we were in good hands. We went from a state of panic to a state of comfort really quickly.”
Andrew helped the couple to restructure Matt’s superannuation, and then began to help them with their broader financial planning and
life goals. From moving to their dream home and helping their children into property to travel plans and setting up their finances so that they could spend more time with their grandchildren, Matt says Andrew has really supported the couple to reach their goals.
“Andrew took the time to understand what we wanted to do, our goals and what was important to us. He then created a well-considered plan that would get us there. From that first meeting, he really kept us informed, told us exactly what would happen – and that’s what did happen, every time.” Matt says Andrew’s professionalism, honesty, and transparency were obvious from the outset – and they have had full faith in him ever since.
For Matt and Debbie, the partnership with Apt Wealth Partners has proved a positive on every level. Even through COVID-19, Matt says they didn’t have to worry about their finances. Today, the couple live in their ideal home and are looking forward to the future. “We are in a better position to live the retirement we want than we ever would have been, even if my super hadn’t changed. That’s all thanks to Andrew’s support, advice and expertise,” Matt concludes.