Manager Responsible Entity Services, Trust Company Limited
“It’s about having a better focus, having someone as a sounding board who knows what they are doing”
John values having a sounding board and someone looking over his shoulder to make sure he is making smart choices and considering all his options.
Paul & Belinda
“You need to do a lot of reading and invest a lot of time to manage your own finances, it’s easier to benefit from an expert’s experience”
Paul and Belinda do not have time to do all the research and reading to manage their family finances, Paul talks about the benefits of having a trusted adviser manage everything for them.
“Organising your financial life is daunting but having that person that knows what you want in life is the key”
Leslie talks about the benefits of outsourcing and how financial advice has been an eye opener for organising her financial life. Having an adviser that knows her personally and what she wants in life is important to her.
“It’s important to have a financial coach to get rid of the white noise in your head”
Ben talks about the importance of having a financial coach to get rid of the white noise so he can get on with living his life to the fullest.
“Having the trust in a plan and the security of having a trusted professional makes the journey a lot easier”
Richard talks about how the financial road map provided him and his partner the opportunity to mutually discuss their goals and where they want to go together.