a helping hand in retirement

balance

With help from HESTA, Victor is kicking goals and achieving his retirement dreams.

 

For HESTA member Victor, retirement has meant he has been able to dedicate more time to helping others. “Everybody has dreams, a project that they would like to work on if they have the time, good health and importantly, a secure income,” says Victor. “My dream has been to dedicate my retirement to assisting small businesses and not-for-profit organisations though my own consultancy. These projects take a lot of time and research, which I didn’t have when I worked full time.”

 

Victor retired three years ago, and next year he plans to set up a HESTA Income Stream. “Having a HESTA Income Stream will provide me with a secure, planned monthly income. It takes a lot of stress away from my day-to-day financial management and will allow me to continue to enjoy my life helping others.”

 

How advice can help

“Superannuation can be a very complicated topic. I recently met with a HESTA Superannuation Adviser and changed some of my investment options in order to minimise my risk. This has worked out very well in my favour and I would recommend other HESTA members make a time to talk with an adviser if they need help with their super,” says Victor.

 

“I’m now working with my HESTA Superannuation Adviser to start my retirement plan and set up a HESTA Income Stream. My adviser helps me by building my confidence and managing the current and future risk so I can achieve what I expect from my retirement.”

 

Advice is all part of the service for HESTA members, and like Victor it’s worthwhile checking in with us when you’re ready to take that next step in your retirement planning.

"My adviser helps me by building my confidence and managing the current and future risk so I can achieve what I expect from my retirement.”

 

A HESTA member for life

Victor is originally from Central America and as his father came from the Catalan region of Spain, is a staunch supporter of FC Barcelona. He has been with HESTA since superannuation was implemented in Australia. “My experience with HESTA has been great. I have always received excellent customer support and feel that the information provided to me is transparent,” says Victor.

 

“As someone who has sought advice, I have found it really helpful and well-tailored to my needs. My investments with HESTA have performed well and I feel that during the current economic crisis HESTA has taken good care of members in minimising the economic impact.”

 

When he’s not working at his business consultancy or following soccer, Victor is a keen swimmer, who often frequents his local swimming pool. He also enjoys bush walking and is a long-time ten-pin bowler. He also follows basketball and tennis, which he used to play growing up. “Having a retirement income stream means I’ll be able to spend time doing more of the things I love, and less time worrying about my finances,” says Victor.

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Need help planning your next step?

Make a time to talk to a HESTA Superannuation Adviser like Victor did.