“We have recommended their services to many, and will continue to do so, with the utmost confidence. The team are highly professional and take the time to understand your hopes and ambitions and align your financial strategy. Peace of mind, family security, and professional responsive advice are hallmarks.”
Andrew and Amanda live a busy life, juggling both work and family commitments with their 3 young children. Andrew is CEO of public company and was originally appointed at the age of 28. Despite their professional commitments, the primary focus is their family and enjoying quality time. They were seeking peace of mind and trusted advice with the financial strategy.
Andrew and Amanda have engaged Financial Lifestyle Partners to partner with them to help them achieve their financial and lifestyle goals.
They have chosen our Personal & Financial Lifestyle Service offering and in addition to the Wealth Creation and Family Protection Strategies that we provide together with our other offering. This has meant they can take comfort knowing their finances are under control as it is one less thing to worry about while they go about their very busy lives.
Both Andrew and Amanda appreciate and value our ongoing pro-active portfolio management and advice services provided.
Andrew and Amanda would be more than happy to discuss their testimonial with anyone interested in learning more.