“I previously used one of the big banks for financial advice but on retirement, I found the service poor and inattentive. Things got missed and I didn’t have the confidence that they were managing the situation. After all, this was the accumulation of a life time’s savings, it was very important, our future depended on it. This caused me considerable stress.
I liked your starting point of meeting Viv and me to get a clear understanding of our lifestyle, our financial concerns and talking about how your financial planning might best be tailored to meet our aspirations. Importantly the structure that you have in place for financial updates and review meetings provide us with great confidence that our financial affairs are at all times being properly looked after.”
We have great confidence our affairs are being looked after