STEVE & ANNE WIN BACK TRUST INFINANCIAL ADVISERS
Steve & Anne invested in a Self-Managed Super Fund (SMSF) but lost trust in their adviser
- Steve received a large redundancy payout and knew he wanted to invest. Feeling uncertain of the best options he sought financial advice.
- They went to see a Financial Adviser but were left feeling confused about the best strategy for their SMSF.
- Their accountant looked over their situation and thought they were being over charged. He recommended they speak to Ash from Wealthcorp to see if he could help.
- Ash saw immediately that the advice wasn’t meeting their needs, which left them out of pocket with unnecessarily high fees.
- Name:Steve & Anne
- Married:36 years
- Ages:59 & 55
- Advice wanted:A second opinion on SMSF
How weHelped
Ash remodelled their whole situation focusing on what their objectives were, what they were going to achieve from them and showed them how to stay on track.
- Understand their goals
- Project outcomes
- Develop strategy
- Discuss and agree
- Implement advice
- Monitor and adjust
TheOutcome
Before working with Ash, Steve & Anne had lost trust in their financial adviser and felt he didn’t have their best interests at heart.
Now they can’t recommend Wealthcorp highly enough! They’ve been with Ash for over 5 years and feel confident in the value he provides.
STEVE & ANNE ARE CONFIDENTABOUT THEIR FUTURE
“We’re just so relieved to have found Ash. He really listens to us, understands our values and makes it easy for us to have a SMSF.”
OTHER PEOPLE WEALTHCORPHAS HELPED
More case studies…
DISCLAIMER
Please Note:Our case studies are based on interviews with our valued clients who were keen to volunteer their stories. However, to protect their privacy, names and photographs have been changed. All quotes are their own words.
