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’