Client Story: A Natural Fit
August 17th 2016 | Categories: Financial Planning |
Bernadene’s been with Invest Blue for over 20 years and has a strong rapport with Steve. Together they have been able to strategise and plan, and Bernadene is now the proud new owner of Nundle Natural Skin Solutions and doesn’t she have some plans!
I don’t believe I would ever have been approved were it not for Steve looking at my situation in a different light. Steve has always introduced me to ideas that I wouldn’t have considered. He listens, he is very approachable and he has a proven track record.
What you need to know
This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.
Posted in Financial Planning
