Client Stories

    Their Stories

    Carissa, mid 40s

    The power of a phone call

    Clare, early 40s
    Unexpected opportunity to invest
    Marianne, early 60s
    Peace of mind now and in retirement
    Gabrielle, late 50s
    Looking to retirement
    Alan, mid 60s
    Change in professional circumstances
    Ian, mid 60s
    Needed to take control of finances
    Yochai, mid 60s
    Unexpected change in career
    Jo-Anne, early 40s
    Seeking an adviser who ‘got me’