“In 2003 we had no viable plan or indeed focus on how we would fund our retirement. Appointing a financial advisor was complicated by the need for trust and compatibility in what for us is a very private matter.
Mark and his team took the time to understand us both, to define the retirement we wanted and the financial plan to support it. It was a challenge at the start, but the discipline of the plan and the regular reviews bought the focus and commitment we needed. Despite the GFC, in less than 10 years we have achieved a comfortable position as we transition from full time work into semi-retirement.
It did not happen by accident.”