Has the pandemic changed your outlook on life?

Category: News&Wellbeing

A client approached me for advice this week. She was worried about money. Her husband was the main breadwinner and his income had dropped significantly during the pandemic. As we talked it became clear that the ‘numbers’ and having enough income to pay the bills wasn’t just the issue, the pandemic had shifted their view on life and their aims.

Many people have gone from feeling comfortable with no worries about having enough money to pay the bills, enjoying travel and holidays, to being restricted on all levels. Health has become a priority and the fear of life shortening illness has become a driving force to live life in sync with what is really important. My client had become acutely aware that she didn’t want to reach the end of life with regrets.

My client said the aim now is to pay off debt, downsize, travel when they can and enjoy life. This statement was followed by ‘it might sound crazy’…. but I think not. The pandemic has impacted lives in different ways and for this client it has given clarity about what it most important. Her financial position was the trigger for contacting me and we are working together to solve her problem, but the bigger picture is much broader. I believe financial wellbeing is part of the financial planning journey, not just solving problems today but defining your goals and helping you achieve financial freedom to make choices that allow you to enjoy life.

Is now the time to reassess your life goals and take some action to create the life you want?

Please note: The content of this blog is for your general information purposes only and does not constitute investment advice. Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.

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