Jenn & Sam’s story
Living well is knowing we have our finances in order.
As young parents Jenn & Sam were busy raising their 5 year old and trying to save for the future. Their approach to their finances was adhoc, living week to week with no clear plan on how to get there. “We had some goals, and priorities for our finances but no structure or advice on how to make this happen. We knew we weren’t going to get anywhere without a plan.”
Like many young Aussies, they also hadn’t kept an eye on their super arrangements or insurances, and were worried about being unprepared should anything happen.
They approached David and the team for an overall financial review. “We really needed someone who could help us set up a structure to our approach to managing our finances, and ensure we had support in place for any life changes that may happen.”
The first step for David was to help them organise their bank accounts and income so they could start working towards their dream of buying their first home. He also looked over their super and insurances to make sure that all their bases were covered and their money was working hard for them.
But the best part for Jenn & Sam is having their finances organised properly. “Honestly, having our financial situation under control has been the highlight of our year. We are so appreciative of David for his advice and expertise. We feel so relieved to have a plan in place to help us reach our goals and protect our financial future.”
Jenn’s advice to anyone else feeling anxious and overwhelmed by their finances? “Chat to a financial adviser to get some of the basics organised for you. Leave it to the experts! David has been wonderful and we highly recommend him to anyone who needs to get on track, and plan for financial success in the future.”
Disclaimer: This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
