Real Customer Stories
Everyone has a different idea of what living well looks like. Customers of Live Well Financial Planning share some of their own personal financial journeys and how quality financial advice has changed their lives for the better.
Hayley & Luke’s story
As a working couple with two children, Hayley & Luke decided that they should start making plans for a fun retirement. “We wanted to make sure that we had the funds to enjoy our retirement, and be rewarded for our working life, rather than worrying about running out of money.”
Jody’s story
As a single woman with a fur baby and ageing property, Jody was keen to start planning her finances. But she found the financial advice for single women lacking. “I went to a seminar but it was focused on couples and widows. There was no information for an employed single woman.”
Plan to live life well.
Book a complimentary chat with our team to find out how we can help you live well, no matter where you’re at with your finances. We help customers Australia-wide via video chat or face to face in our Canterbury, Wantirna or Eltham offices.
Call John 0403 189 798
Call David 0403 189 798