Client Story

Stephanie’s Story

24th October 2016 | Carolyn Gowen | Category: Client Story

“It is strange how new and unexpected conditions bring out unguessed ability to meet them.” Edgar Rice Burroughs, The Warlord of Mars A few years ago I was invited to speak at a forum on investing. The topic of my presentation was ‘How to have a successful investment experience’. During one of the breaks I was

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David & Penny: When things don’t go according to plan

9th September 2016 | Carolyn Gowen | Category: Client Story | 2-3 minute read

When David died we were one of the first numbers Penny phoned. The one thing Penny knew was she didn’t need to worry about money. There was a plan in place.

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Geoff and Sarah: financial planning for life

15th July 2016 | Carolyn Gowen | Category: Client Story | 3-4 minute read

Geoff got in touch with us three years ago, seeking financial planning advice for himself/his family. Since then, Geoff has achieved financial independence and is able to live life on his terms.

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