I originally approached Nova Wealth as I worked in an environment where redundancies were a high possibility and I wanted to know if I could survive, if I were to drop out of employment completely, with my portfolio as is. I also wanted to look to see if there was more, I needed to do for the future looking to ensure a comfortable retirement in my old age.James talked me through the options, providing clear direction where I was carrying too much risk and how to address this. James also described a view of a potential future that I hoped I could achieve, but did not in reality think I could attain. The entire process was clear and easy to follow. The team supporting James were brilliant too, providing swift response and ongoing progress updates.The outcome from the review has given me confidence that if made redundant, I would be fine and could stop working completely. However, the rest of the advice has potentially changed the trajectory of the rest of my life. I could, if I so desire, wind down and stop working, taking early retirement, in my early 50s. In fact, James recommended that I could draw down more than I initially thought, enabling me to live a more comfortable life in my old age. Knowing this is a huge relief for me. More importantly, it has given me the option where I can live a life doing the things I would like to do, that I currently cannot do due to work commitments. Engaging in this process genuinely has had a positive impact on the rest of my life. I cannot thank James and the team enough.
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We’re a wealth management company that helps you ask more of life. We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.
Maybe you’ve started to think about your retirement. It could be you’re wondering how to juggle your family’s needs and your own. Or perhaps you just want the reassurance that your money’s working as hard as it can. Whatever the goal, we’ll build you an expert plan to get you there. Because some things are too important to DIY. Getting help shouldn’t be a hassle, so we’ll pair you with an adviser in minutes.
At NOVA (previously known as Octopus Wealth), you can chat to your adviser online, on the phone, or face-to-face. And we’ll do it all without an ounce of jargon. It’s smart, faff-free financial advice – on your terms.See more