Nicola* is in her mid-40s and lives on her own. She works in the technology sector and earns $350,000 annually.
Nicola is debt-free and owns her $800,000 home along with an ownership stake in the business she works in of $300,000. She also has term deposits of $100,000, an inheritance of $200,000 and KiwiSaver savings of $80,000.
Nicola plans to retire by 60 and wants to save $120,000 annually now in order to have $100,000 post-retirement. She has a busy social life plus travels overseas regularly for both work and leisure.
She wants to be able to continue to travel and enjoy life fully after 60. Ethical investing is important to her.
We set up an ethical investment portfolio for Nicola and reviewed, rationalised and updated her insurances. We also made sure that her accountant was aware of the tax treatment of foreign shares she owns in her US employer, which are part of her remuneration package.
Nicola can have a great time being successful and having fun while having confidence that her financial future is being looked after.
* Names have been changed to protect privacy
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