The Case of Mr & Mrs "10 Years Younger"

Mr & Mrs 10 Years Younger were in their late 50's, but looked and felt like they were in their 70's. Working 60 - 70 hours a week, Sunday mornings were spent finishing off the week's paperwork, their business was slowly killing them. Holidays? Few and far between. Hobbies? None. Stress? Lots.

It's a common problem.

So their accountant introduced them to one of our AFA's.

After getting to know more about his clients our AFA™ identified Mr & Mrs 10 Years Younger's real requirements: to escape from their business and get on with their life. And their ambitions: Learn to fly 'before it's too late'.

On talking with our AFA™ it soon became apparent that substantial funds had been accumulated in various investments including pensions etc. More important, our AFA™ helped Mr & Mrs 10 Years Younger identify a desired lifestyle in order to calculate their 'number' – the amount of money they needed for the rest of their life. In the course of discussions our AFA™ asked about the chances of selling their business. Mr & Mrs 10 Years Younger confirmed that an offer had been previously made which was turned down on the advice of their accountant, as the £2million offered was not near the £5 million of potential value that could be realised in the next 5-10 years.

So the business had continued to slowly kill Mr & Mrs '10 Years Younger'.

So our AFA™ went ahead and crunched their number.

Here's what he found.

Mr & Mrs 10 Years Younger needed just £550,000 to retire NOW, not in 3 year's time at aged 60. If the cost of flying lessons and the purchase of a light aircraft was built in they needed just £750,000 NOW. And this was to start living the life they wanted NOW.

Trouble is, they'd turned down £2 million!

With the help of our AFA™ they managed to get the deal back on the table and ended up selling their business for £1.8 million.

Mr & Mrs 10 Years Younger continue to enjoy their retirement and now look - AND FEEL - 10 years younger.

It pays to speak to an AFA™

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