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Pre-Retirees:
Ian* is still working in a very busy and demanding job. He has no immediate retirement plans but likes to keep a very close eye on his affairs. He has a high level of contact and is very conscious of being in a financially secure position come retirement time. Ian has been able to assist family members that have needed financial help. He remains anxious about his affairs, however invests relatively aggressively considering his concerns. He feels comfortable doing this as he knows his funds are actively monitored with him enjoying his monthly updates on the market.
Redfern, NSW
Bruce* still works and intends on doing so for a few more years. As a single man in his early fifties, he leads a very busy and healthy social life enjoying spending time with family and having an active relationship with his nieces and nephews and their children. Bruce takes a great deal of comfort in knowing that his funds are actively monitored and that he is kept well informed with regular updates as to how his funds are travelling and if there are any changes that should be made. Bruce enjoys the peace of mind of being a Priority Client and the comfort of knowing that when the time comes to retire, he will be financially secure.
Artarmon, NSW
* Names have been changed for privacy reasons
We can provide you with contact details for some of our existing clients (with their permission). You can speak with them to find out more about how we work and what their experience with us has been like.
Important Information
Advice Evolution Pty Ltd is responsible for financial planning advice provided by Grant Simpson as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of Grant's authority under Advice Evolution. Advice Evolution Pty Ltd is not affiliated with nor does it endorse other business activities conducted by its advisers.