The best part of our job as trusted financial planners is seeing and helping our clients meet their financial objectives. And in January 2020, one of our longstanding clients hit his primary objective: to hit financial independence at age 60; for work to be an option.

Here is the 7 step journey to financial freedom, taken by a real life Opus client.

The ability to finance school fees on a pay-as-you-go basis out of taxed income is a colossal commitment. The sooner you start planning the better.

In a financial planning context, this story illustrates how the search for more: more money, more possessions, higher investment returns, without due consideration for what it is that we truly want out of life, can be futile.

“Because some things never change, and some things do.” What are the things that change? Our age, goals and priorities in life all change over time. This is the bulk of the work we do with our existing clients: managing change and ensure their individual plan remains on track.