After studying a small business course in his early 20s, James set his focus on owning and running his own small business. Money is ok but his cash flow could be better. He hasn’t had a huge opportunity to travel and would love to do more. He moved in with his partner recently to save money and buy their first home. Saving for his retirement has never been a focus and either has having the right income protection.
I feel at ease with sound financial advice. This is easier than I thought. I should have done this long ago.
Balancing family and career has always been tricky but I wouldn’t have it any other way. Money is good, but Margaret feels like it’s the time to make sure her and her husband are financially sound for up-coming retirement. It’s a little strange to her, but she can now focus on the things, dreams and passions of her own. A recent death of a close family member made them realise their family might not be ok if they were no longer there to support them.
There’s so many options out there. I just need reliable support and advice and relationship from people I trust.
I feel comfort in knowing the advice I receive is moving with the times and future thinking and is tailored to my goals.