I first met Julie in 2004 and at this time I was in a bit of a mess. I had lost both my parents and I had no real idea about what my future life, after my children left home, would look like.
I found Julie’s style and philosophy refreshing, with a focus on living a life you want and being happy, rather than talking about products and investments, like other financial advisers I had met. From the first meeting Julie and her team were able to highlight to me several things that could help me to utilise my financial resources to better effect and improve my future lifestyle, including a significant HMRC rebate as I had been overpaying income tax for many years!
Having a personalised lifetime cashflow forecast helped me to look forward to my retirement years with confidence, knowing what changes I needed to make in the short term to improve my income in later life.
I had a job I loved and didn’t really want to leave, but when talks of voluntary redundancy or early retirement came, I was able to discuss the pros and cons with Julie and the team modelled various scenario’s in my lifetime cashflow forecast, to show me clearly how my choices would impact on my lifestyle, both immediately and over the longer term. This helped me feel confident in the decisions I needed to make – and I haven’t looked back!
Over the years Julie, Gretchen and their team at Magenta, have been able to support me in my major life decisions, from retirement, home improvements and pursuing my love of art. The Magenta team are always there to help and their friendly and professional approach gives me the confidence that my financial planning is in very capable hands.
Regular review meetings and revisions to my lifetime cashflow forecast means that I can be confident my financial plan remains on track and that I can afford to pursue my dreams. I have always wanted to undertake an artist residency and this year I am off to Chile for a month to fulfil this, living the life I want and being very happy!