I will always remember one of my first clients at Xentum. It was a couple in their late 50s and the husband/father of the family was approaching retirement in his head. I specifically remember this client as they brought a box of paperwork into the office with the message:
“There you go, can you sort through that and let me know when I can retire”
It will always stick with me that particular sentence. At the time, I found it unbelievable how someone had worked so hard for 30 plus years had no idea how much or what they had in savings, life cover or investments. They had of course been sold all sorts (some good and some bad) and had merely switched off from the issue of finance.