Chris and Maureen

"Working with BlueSky makes us feel confident and informed about the future."

Chris:
Hi, my name is Chris, this is my wife, Maureen. We have been clients of BlueSky since 2019, so five years now, and our adviser is Chris Friel.

 

Maureen:
We got in touch with BlueSky as we wanted to continue working with Chris Friel, so he could guide us through early retirement and how to best manage that.

 

Chris:
I think we’d always had a plan to hopefully retire early, but we didn’t really know how that would come into fruition, and sought advice elsewhere. We’d looked at internet searches and other providers, but it was Chris that really, I think, really helped us with our specific needs and understanding where we were and how we would get to where we are now. And that’s, you know, retired at 55 years old.

 

Maureen:
We chose Chris and BlueSky because we had confidence in his ability to help us and to help us find our way through retirement. He is very good at making sure that we understand risk assessment, where we are with risk assessment and what type of risk we want to take.

 

Chris:
Chris’ understanding of our attitude towards risk. He knows the level of risk we are happy to take, over what time frame, and I think that helps us understand the investments he chooses for us, and why  chooses them.

 

Maureen:
BlueSky and Chris primarily have helped us with retirement and really just planning our ease into retirement and then helping us keep it really. I feel like that we can trust his advice because it’s tailored to our needs, and we feel very relaxed with him.

 

Chris:
Whilst working with BlueSky and Chris, I feel confident about the future. I feel informed about the future. I feel as though there is a definite plan as to how we move ahead through retirement, through the various phases of retirement. Now, when we’re relatively young and healthy, and then as time moves on, things will change. I believe our investments and our approach to retirement is geared around that way. Chris and BlueSky are very good at keeping tabs with what we want out of retirement and what’s available to us, and guiding us as to what the best approach is for us.

 

Maureen:
The best thing about working with BlueSky is tailored outcomes, specific to our needs, that Chris is very good at listening to what it is we want, where it is we’re going, and what we’re going to require in the future, and that’s something that’s really important to us.

 

Chris:
Three words I would use to describe BlueSky are qualified, informed and understanding.

 

Maureen:
The best piece of advice the BlueSky have given us is to relax and enjoy retirement. And, if we have any financial concerns or issues, just to get in touch with and we can. We can relax.

 

Chris:
I would absolutely recommend BlueSky to anyone seeking financial advice regarding retirement, such as we have. I find working with Chris to be hugely beneficial in that process. He is incredibly open. I like his structured approach. I like his information gathering style, where he basically wants to find out about us and what it is we want from retirement, and with that, he can then take that away and see what he can do for you. So I think it’s well worth a call.

 

Maureen:
What Chris has given us is the confidence to enjoy, hopefully, a happy, healthy, full retirement, and we hope that we’ll be working with them for many years to come.

"Working with BlueSky makes us feel confident and informed about the future."

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