Our Stories

Greg & Alma

Greg & Alma

“Before FLP’s guidance we didn’t think retirement was possible. Fortunately, we acted on their advice and now enjoy a lifestyle allowing us to serve our communities and enjoy a busy activities-based life.  We have had no hesitation in recommending Financial Lifestyle Partners’ services to friends and colleagues.” 

Greg & Alma came to us a few years back thinking they weren’t in a position to retire in the immediate future. Through our recommended strategies and re-structuring of assets, the couple are now retired comfortably, travel extensively and actively involved in community groups.  

Both Greg & Alma appreciate and value our ongoing pro-active portfolio management and advice under the Personal & Financial Lifestyle Service.