As we publish the tenth issue of the Goodmans magazine, Unleashed, we look at how it showcases the inspiring ways our clients make the most of time in retirement.
We’re often inspired (and sometimes surprised!) by the varied things our clients get up to. Their rich and interesting experiences illustrate that our job as Financial Planners is about so much more than pounds and pence – it’s about unlocking the time and freedom to do what you love with the people that matter. So, back in 2022, we decided to share some of those client stories with our wider community.
Before Unleashed, we sent out printed summaries of our quarterly Investment Committee meetings to keep clients informed about how we’re investing their money. But, as important as investment updates are, they can be a bit ‘dry’! While we still send this info out, now it sits alongside client stories, team news and other features in our magazine, hopefully providing something of interest for every client.
Whether it’s through being informed, entertained or inspired, the feedback from our client community about Unleashed has been really positive. Our older clients in particular tell us they enjoy reading about the exploits of our more active clients. Others have been inspired to take on similar adventures and many have made connections at our client get-togethers.
We’ll let Andrew Moore, our Managing Director, field this one:
“Most of us spend much of our lives constrained in some way – by working commitments, finances and often a duty towards children and elderly relatives. Retirement is a time when those leashes loosen – employers become a thing of the past, you’ve built up a stack of savings and pension benefits, hopefully paid off the mortgage, and the kids get to an age where they can sort themselves out. This is the time to unleash yourselves and focus on your life and getting the most out of what you have”.
As the magazine (literally!) illustrates, Goodmans clients get up to all kinds of adventures when unleashed.
Since our first issue three years ago, we’ve featured 20 client stories. From our very first – Norm and his love of rock festivals – we’ve featured clients immersing themselves in hobbies, learning new skills, improving their community, taking on adventures, making art, travelling (lots of travelling!) and spending time with family and friends.
Although they’re often very different activities, they’re always about meaningful experiences and connections – what we consider to be genuine ‘wealth’. Everyone has their own version of ‘unleashed’; it’s our job to help our clients achieve (and maintain) it through good financial planning.
Scroll through below to see some of our clients unleashed.
If you like the sound of unleashing your time to do more of what you love, get in touch with us for a no-obligation chat.
If you want to learn more about Goodmans and how we help to unleash our clients, you can subscribe to Unleashed magazine for free. Just fill in the form below and the next issue will be on its way to you.