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on: 03 360 2001

It’s not always easy to talk about yourself. We much prefer to let our clients say it for us. Here are some of their stories:

Our dreams could in fact become realistic goals

We are at a stage in our lives where we have a large mortgage, lots of household expenses due to our large family but also an increasing income.We are at a stage in our lives where we have a large mortgage, lots of household expenses due to our large family but also an increasing income.We had looked and paid for financial advice in the past but didn't receive helpful, realistic advice until we went through the Optimiser Programme with Stephen.  The advice we had received in the past related (separately) to retirement savings, investing in property and restructuring our mortgage in order to pay it off more quickly but we were looking for someone who could look at our unique family and financial situation and give us some advice on how to best use our finances and plan wisely for our future.Going through the Optimiser Programme with Stephen covered all of these aspects and more, giving us a complete overview of our finances and a forecast of our future finances, giving us sound advice on going forward and achieving our goals.At the start of the programme we came up with some goals we thought might be realistic and then we talked about some of our dreams or wishes for the future.  Stephen showed us that our dreams could in fact become realistic goals and set up a plan showing us how we could achieve them.This programme is well worth the investment (it is a lot less than what we have paid for in the past where we received very little advice).  Stephen is very easy to talk to and has a good practical outlook on financial matters.  We highly recommend the Optimiser Programme.

Clients wish to stay anonymous but are happy for people to get in touch with them if they want to know more.