Paul, good meeting today. We feel good about where we are given the last 12 months. We have options and feel a degree of control.
Founders of Greenrooms landscape design company, Jock and Hanna Gammon, have achieved the small business owners dream: a successful business and a work-life balance they’re happy with. They credit this in part to the help of their Godfrey Pembroke adviser, Paul Trosti.
What’s great is it’s all customised, it’s really for Jock and Hanna Gammon and not just ticking a box that says, you need x, y and z. We now know everything’s looked after. We’ve got all our insurances and succession planning in order, which to me was a bit of a jungle. But it’s been dealt with and we don’t have to stress.
Georg, age 57, has enjoyed a successful career in the building industry. He’s not sure exactly when he’ll retire, but when he does he’ll still have plenty to do, as he and his wife are expecting their first child. Georg was referred to financial adviser Paul Trosti by his accountant, and says he now considers Paul a friend.
It all started with the divorce. I knew I needed to look after myself. I need to at least maintain my standard of living when I retire, I don’t want to find out I can’t do this or that. I had a certain amount invested in shares, super and property, but it’s not just a matter of having it, I wanted to know what I can do with it.
I was pretty cautious as I’d seen an adviser before and not much was achieved, so I was a bit shy of the scenario. But Paul spoke well and I liked that he wasn’t pushy. We had time to think and come back—that was a big plus as it wasn’t just a sales pitch. Pulling together all my current assets and re-structuring them. He looked at my cash situation and saw where I could invest a bit more and get more return. I wouldn’t have done that on my own. I also have an approved budget, and know where money actually goes.