What our clients have to say.
Meet Cathy and David.
David and Cathy were like most Queenslanders: they wanted to plan for their retirement, but with two kids negotiating big (and expensive) life events including overseas study and weddings, there always seemed to be another priority!
“Cathy works as an oral health therapist, and I work with a local engineering consulting company, so we had a good base to work with” explains David, “but we had never sat down with someone to discuss a firm plan for our money.”
In addition, David and Cathy had a couple of negative experiences with financial planners who worked for the big banks.
“Right from the first meeting, we were impressed by the quality of advice from Michael and Money Over 50” says David.
“Money Over 50 worked really hard to understand our immediate situation and needs” explains David.
“At the time that was two kids at university overseas, with weddings in the near future that we wanted to be able to help out with” he goes on to say.
Michael worked with David and Cathy to customise a financial plan that suited their individual goals including allowing for big life events including their children's weddings and study commitments.
“Our goal at the beginning of the process was to maintain our existing lifestyle and be able to help our kids into adult life as much as possible” says Cathy.
“With the help of Money Over 50 Financial Advisers, we were able to do that. On top of that, we have plans for two great holidays before we retire at 65 that we probably wouldn’t have without the forward planning we did with Michael” she goes on to say.
“For us, one of the biggest positives about working with Money Over 50 are the fact that we actually look forward to our regular check-ins with the Michael and the team. He even sends out regular emails about what is happening in the news, and how that does or doesn’t affect our retirement plans, which is an amazing level of personal service” Cathy commented.