My story
“Retirement is a leading cause of death.”
Peter Diamandis
Hi, my name is Ian Davis.
After spending over 30 years as a financial planner listening to the dreams and fears of my clients, I have learned a lot about people as they approach retirement and live in retirement.
I’ve witnessed the arguments among couples as they bicker about what each wants for their respective futures. I’ve come to appreciate the fears of people who are about to enter a great unknown. I’ve seen the blank looks on prospective retirees who have suddenly realised they’ve spent not a single moment imaging their lives after paid work.
Out of all my experiences, I’ve come to learn a GREAT LESSON. Retirement is about YOU and not YOUR MONEY and it is NOT a REHEARSAL ...
After spending over 30 years as a financial planner listening to the dreams and fears of my clients, I have learned a lot about people as they approach retirement and live in retirement.
I’ve witnessed the arguments among couples as they bicker about what each wants for their respective futures. I’ve come to appreciate the fears of people who are about to enter a great unknown. I’ve seen the blank looks on prospective retirees who have suddenly realised they’ve spent not a single moment imaging their lives after paid work.
Out of all my experiences, I’ve come to learn a GREAT LESSON. Retirement is about YOU and not YOUR MONEY and it is NOT a REHEARSAL ...