At 62 Hugh Morison decided it was time to sell his business and start what he describes as the third stage of his life. Hugh knew the sell down had to be well structured and it was a complicated process.
“It probably took about 18 months to transition out of my business full time into my retirement and I wanted to absolutely ensure that on arriving in my retirement years, I would have the income I needed to do what I wanted to do.”
Ingham Mora Director Karen Domett was very supportive in setting up a solid investment income stream to allow him and wife Alison to absolutely maximise their retirement.
“We’re in our mid 60’s and we want to have an active retirement before old age gets the better of us. Getting the right advice to support our lifestyle is really important. We needed to ensure we had the right funding streams to support our retirement goals. You just have to get that right.”