Client Story: Striding ahead
July 26th 2016 | Categories: Financial Planning |
He might cover 40 kilometres a week and more than twice that when training for a specific event, such as the 100km North Face Endurance Challenge. Peter and his wife Karen have also made some great strides financially by setting their family up for the longer-term with thanks to their fifteen year relationship with Invest Blue’s Steve Sewell.
“Apart from our shared appreciation of sport and cricket especially, we find Steve very reassuring. Thanks to Steve, we know we have all the facts when the time comes to making decisions. He gives us peace of mind that we’re doing the right thing for our longer-term financial future.”
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
