CASE STUDY FOUR - HOLIDAY FUNDS & FUTURE NEEDS

A couple in their late 50's, had for many years dreamed of going on a cruise around Scandinavia. Despite trying hard to save, something had always cropped up and they had to use their savings and was left starting again. They were concerned that they wasn't getting any younger and that by the time they had managed to save the amount needed, they may not be able to do it due to health reasons or even worse. They contacted Viva Retirement Solutions and released some of the equity from their property. Later that year they were on an exclusive cruise ship, sailing around the Scandinavian coastline.  They were even able to budget for future holidays with a reserve facility built into their plan which would also serve as an emergency fund if required.

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