The advice process
“We’d never had any direction with our money so we didn’t know what we could afford and when we could retire. Now we have clear direction and a better understanding, it’s all good”
“They listen. You could talk to them. They understood what I wanted. I felt really comfortable, and I just thought: ‘Yes, these people will know what I’m talking about”.
"They've got us in the right direction and I just think their honesty to tell us up front how much we've got, how it's going to last, it's brilliant"