I would like to thank you & your team, especially Becca for all the support you have given us over the last 9-10 years.
When we first met with you many years ago, and you came back to us to say you can help us, we were a little unsure at the time, as we have never worked with a financial adviser company before.
It wasn’t long after we decided to work with you, and you & your team supported us to get into our first investment property, that we knew we were onto something that was working for us.
Now today, we have our home, and two investment properties, and our KiwiSavers are working away very nicely.
We have, and will be talking with you, about how we can have both of our kids move there KiwiSavers over to [KiwiSaver provider]. Along with our [managed funds portfolio], savings, our adult kids are saying to us now, how well we have managed our financial lives heading into retirement, and they want to do the same, when it’s possible.
The only words Angela & I can say, is it’s been life changing, you have put us in a great financial position heading into our retirement 10-12 years away.
We are now empty nesters, as our son has left home living in Bethlehem South Island, and working as a qualified engineer, and our daughter has started her working life, and still living at home for now.
I am not sure how else we can thank you, other than we keep telling our family & friends, and passing on your contact details, as they see our success for the future.
Again thank you, and we look forward to working with you more in the next 10 years plus.







