Chances are you’ve heard some of Jimmy Buffett’s classic songs. ‘Margaritaville’ and ‘It’s five o’clock somewhere’ are old favourites. But this episode goes out to fans of the song called ‘If the phone doesn’t ring, it’s me’.
We are often asked why we focus on people over 50. This is our niche; we rebranded in 2020 and changed our name to Money Over 50 so people know exactly what we do.
A year ago, Dallas met with some regular clients. This couple – one who is retired and one who is close to retiring – listened intently as Dallas clearly outlined their trajectory – that is, what he predicted would happen to their financial position in 12 months’ time. He could see, at the time, how things would work out if they took certain steps – and he reassured them on a few strategies they were somewhat hesitant about.
Dallas Davison, Michael Hogue and Ali Hogue.
Money Over 50 Financial Advisers
Tel 07 4772 0938
45 Ingham Road West End Townsville Qld 4810
Money Over 50 Financial Advisers Pty Ltd ABN 26 146 225 505, 45 Ingham Road, West End Queensland 4810 is the holder of an ASIC Australian Financial Services Licence (AFSL) #471826.
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