When I was employed, I used to be very keen on my finances, investments and planning for the future. Since becoming self-employed, the focus has been on the business instead of my overall finances.
It has been refreshing and highly productive working with you, you’ve taken my information, and helped me to work on the plan of action, and action being the key word.
You’ve given me practical advice on getting my debts under control, ensured that I and my finances are protected, and that in the very near future can invest for the future.
We’ve found a pension I’d forgotten, I now have a retirement date, and by which time, if I stick to the plan, will not only have paid off my liabilities but a residual income.
I’ve had several financial advisors in the past, and none of them have inspired me as you have, with the promise of continued support to make sure I’m on track, which is what I would say makes you unique in your sector.
I would happily recommend you to family, friends and colleagues, because you look at the whole, not just the financial aspects, work on a plan that’s achievable, setting goals, and most of all giving assurance and peace of mind. I will not let my finances go to pieces again, because if I want the future to be rosy, then it’s only me working towards my future that’s going to do it, and I’m confident I will achieve peace of mind and a healthy bank account in my old age.
- Bev Hillstrom-Savas, PM & ISO Consultant