Everyone has different reasons for seeking financial advice, but some of the most common reasons our clients have sought us out centres around major life events. We love hearing their stories and we share their hopes and dreams.
- Young families often want to pay down debt quicker
- Many of our clients want to send their children to private schools and save for possible tertiary education
- Often retirement is on the horizon and they are looking forward to travelling, a few have come to us with plans to buy a campervan and take off for a few months
- A common theme is family – many pre-retirees are cutting back at work to look after their grandchildren and want to make sure they can afford to do this, and spoil the grandchildren as much as possible
- A few clients have come to us stating they want to start a small business so need advice about funding their venture as well as making sure they can afford to give up full time work while they focus on their new business.
Hear what our existing clients say about us.
Testimonial - John and Jeanette Tyndall
We have been clients of Sandy Miller's of RetireInvest for 14 years. We have been more than pleased with the financial advice and guidance given, the total planning done for us, and consequently the financial gains we have received, especially in today’s volatile market. We have found RetireInvest very efficient with good communication with all of our dealing, and yet maintaining a personal and friendly service.
We would gladly recommend any new clients to contact Sandy for their financial planning needs.
Testimonial - Megan and Jade Waters - Kyabram
Just wanted to thank you for your service, you have helped shape our future in organising our finances so we can look forward to retirement. I would like to give the following testimonial for your service to us.
Sandy has worked closely with us over the last year to ensure we are on track to being financially secure in our retirement and making sure we reach our personal financial goals. Being in our mid 20s, we can rest easy knowing we have a retirement plan and all the insurances in place to protect our needs. The service Sandy provides is of a high standard and we recommend Sandy and her team to anyone wanting to get on the right track with their finances.
Whether you’re just starting out, building for the future or looking forward to putting your feet up for a well-earned break - whatever stage of life you’re in - we can help you make the most of your finances.
Everyone's different, of course, but there are some things our clients often confront that can have a significant impact on their finances. To find out how we might be able to help you, speak to a financial adviser today, and start making the most of life.