Mike & Jo’s situation is pretty common. They have a young family and a mortgage and are busy living life. Yet they are aware that they should be doing more with their money and are concerned that they have no real plan in place.
Being mortgage free, working less, choosing private schooling are some of the dreams they have. However, a lack of time, not being sure of where to start or how to set things up to get their money really working for them has stopped them from taking any steps towards making these dreams a reality.
Like most people, they want to get this sorted and taken care of. We have been able to help them.
What Mike & Jo say…
We love having our adviser being our ‘go to’ person. Investments, loans, cashflow, tax, super, insurance, you name it. I don’t want to have to make five phone calls to sort an issue. I’m too busy.
One call to Darren and I know his team will get the outcome, even if they aren’t responsible for the answer itself. I am happy that I have a plan in place for my family that will help secure our financial future.
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