Cathie, Inverloch

I want to thank you very much for the clarity that you created to ease my mind around our financial future. As we’re now stepping into retirement, a friend suggested we get a plan, and this has been so, so helpful. There’s nothing worse than having constant worries about whether you’ll have enough funds in retirement, where each decision you make comes with a question mark not knowing if it would affect our long-term livelihood. As I said, you’ve provided real clarity and confidence that we can retire with our eyes open (phew), and by putting in place your recommendations I can see that we can relax and be able to enjoy the future.

- Cathie 2023