Ms. W’s Case Study: From Retirement Worries to Building a Family Legacy | AiF Clients
Ms. W, a healthcare therapist in her 60s, spent years helping others. But after the pandemic, rising inflation and the increasing cost of living made her worry about her own retirement. She never wants to become a financial burden upon her daughter yet she has always been supportive to her. She started her investment journey with a $200,000 investment loan and within three years she gained nearly $140,000 in return. Looking at her returns, she also expanded her portfolio by investing more. Over the years, Ms. W's daughter watched her mother's wealth grow which gave her the confidence to also start her investment journey. She started with a $100,000 investment loan and in less than two years her net gain has already reached over $25,000.