Melanie’s story

To live well means not having to worry about money.

As a small business owner, Melanie’s finances were disorganised. She made a good income but she wasn’t sure where she was spending it, which made it really hard to plan for the future. “In the past, I had other advisors, who had made things more complicated than they needed to be. I dreaded meeting with them and chatting about my finances. I had no idea what I was meant to be doing”.

Melanie really wanted to make sure that she didn’t have to worry about money in the future, but also that she could travel and enjoy living her life now. It was important for her to have peace of mind about her finances. But she knew she wouldn’t be able to do it alone.

Having used advisors in the past who didn’t understand what she needed, she tentatively contacted David Taylor at Live Well Financial Planning. “I knew I had to find someone who would help me get organised and make sure that I had the finances I needed to enjoy my life. David makes it very simple and easy for me to understand, and now I’m not stressed when I have a meeting to discuss my finances.”

Melanie now has a plan. She’s organised financially and also has a strong investment portfolio, to give her the retirement income she needs in the future. “I now have a plan, and know that financially I’m on track. It’s a huge relief to know that I’m set for the future but can also enjoy my life now without having to worry.”

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.