💰 “What’s the money for?” It’s a question we ask our clients often. The answer changes how we invest, and it changes what we’re investing for.
One of our clients has been clear about what he wanted from his wealth plan: more time with his family. His portfolio, his retirement plan, and his long-term strategy were built around that.
🎯 Financially, he was ready. Knowing when to retire turned out to be the harder question.
Then one afternoon, he sat his son down to walk him through the family’s finances, his green folder (more on that here: https://fifthperson.com/the-financial-talk-most-avoid-what-happens-if-you-get-hit-by-a-bus/). After listening quietly for a while, his son looked up and asked: “I understand all of this, but in the end, how much do we really need?”
Our next conversation, the client did not want to talk about markets or portfolio performance. It was about deciding when he would finally step into the life he had spent years building towards. We worked through what the next chapter would look like: how he wanted to spend his time and how his wealth would support it.
Later that year, he retired into the life he had been planning for.
💠A few takeaways for you might be:
✅ If you haven’t started planning your wealth, begin with the life you’re envisioning.
✅ If you have a plan in motion, check that it’s building towards your goals and hasn’t drifted.
Javelin Wealth Management is aware that a third party has recently attempted to impersonate our firm online using the name “Javelin Wealth Global”. They are using a similar looking website, but with an unauthorised contact number. This may mislead individuals into believing they are communicating with our firm or its representatives.
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Javelin Wealth Management has notified the relevant authorities of this matter and has contacted the relevant web host to remove the offending website.
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