A Couple Looking to Review Their Investments

John and Rosemary were retired, and had accumulated money in a range of different types of savings and investments. They felt that there wasn’t as much of a clear structure to their money as there could have been, and also that they were unclear as to what their money was actually for.   "We had always dreamt of spending retirement traveling the world, but when retirement came, we found ourselves afraid that we couldn’t really afford to do the things we’d planned. Within 6 months of working with Blackstone Partners we booked the first of many cruises, and through our regular reviews and updates, have confidence that we can enjoy our retirement more than we were, and still have provided for our future financial security"  

This is an example of the type of scenario that typically faces a client, and doesn’t represent any specific individual.