"We have always owned our own business and would often find that when we earned more income, there would be no change to the state of the bank account. We essentially lived year to year. We were always assets rich, but cash poor, and we knew what we had to do, but we found it too hard to manage.
We didn’t want to go on for another ten years and still be in the same boat. And we didn’t want to wait until we retire; we wanted to take control of it now.
One of the other benefits is that as our goals change and life’s unforeseen circumstances arise, there is the ability to be able to adapt the plan to suit."
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