Robust Relationship & Relaxing Retirement

An enthusiastic volunteer and generous Newcastle community member, Chris Cull dedicates much of his time helping those in need.

As a board member for a charity organization providing scholarships to disadvantaged children, Chris is now looking to increase his charity work since recently retiring and relocating from Armidale.

And fortunately, thanks to Invest Blue, he has the time and means to devote to such worthy causes.

A long-term client of Steve Sewell’s, Chris is proud to lay claim to being one of Steve’s original charges and laughs that he was somewhat of a ‘Guinea Pig’ for the budding advisor.

 

 

“I was there from the start and have followed Steve’s business growth with great respect.”

“Likewise, he followed my journey, and his support enabling me to purchase my home was a financial turning point for both our businesses in those early years.”

Having run a successful business management consultancy and held several directorships, Chris said Invest Blue was instrumental in consolidating his super and defining a plan for his future.

“I didn’t want the hassle of researching and organizing my own super, and I put great value on the advice I received from Steve.”

“For me, it was an opportunity cost – It was far more efficient for me to outsource my financial planning to Steve. With the time I saved myself I was able to pick up more clients for my business.”

With a zest for the outdoors and a healthy living, Chris is also grateful that since his move to Newcastle he can still enjoy his chosen lifestyle.

 

 

“I enjoy going to the gym, yoga, park running, cycling and generally staying healthy. I also like to travel annually, and it’s nice to have the confidence to know my finances are secured well into the future.”

He admits he is still somewhat careful with his money, and over his lifetime was budget conscious, managing his financial affairs to prepare for this stage of life.

 

 

“Over the years Steve has provided effective, solid advice. To have someone I can trust and provide this security has been extremely worthwhile.”

“I certainly went backwards during the global financial crisis, but it was very reassuring having Steve’s honesty and transparency guiding me though.”

With five adult children dotted around the globe – one in Sydney, one in New Orleans, two in Newcastle and one in Munich, Chris is pleased to be closer to his Australian based offspring now.

“The move to Newcastle for retirement has been a marvellous one, I’m in a lovely terrace home in Cooks Hill, the suburb of my choice.

“It’s a very friendly community with easy access to everything I need and wish to do.”

“It’s a great feeling at this stage of my life to still have choices and flexibility, and I’m very much looking forward to staying involved in my new community and lending a hand where I can.”

 

To work with one of our financial planners to start mapping your journey to your best possible life, please get in touch.

 

What you need to know

This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.

 

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.