Sue and Dave: Wealth confidence and protection
The difference we made
Sue and Dave now feel confident their finances and retirement goals are on track, with the comfort of knowing they can rely on Salena whenever they need support.
In their own words
“We felt we didn’t know what we didn’t know when it came to wealth creation and risk management. Salena knows her stuff and delivers sound advice in a very personal, understanding way. Her modelling has given us comfort that our retirement plans are on track. Having someone we trust, and who knows us well, is wonderful. We feel we can call on Salena at any time.”Sue and Dave
Margaret: Trust near retirement
The difference we made
Margaret now has peace of mind knowing her finances are well managed. She has confidence in her retirement income and Centrelink arrangements, and a caring adviser she can contact anytime.
In her own words
“From my first contact with Chris I felt comfortable. His communication is prompt, helpful and professional. I’ve always felt valued and never like a ‘small fish’. Now retired, I’m enormously grateful for his continued help with Centrelink and the ease of communication. I have peace of mind and confidence my future finances are in good hands.”Margaret
Max: Support for life after work
The difference we made
Max now has confidence in his retirement decisions. He enjoys simplified super and investment strategies and proactive, ongoing support.
In his own words
“I have been a client of Christopher Upton for over 10 years during which time he has provided our family with excellent advice on the management of our Superannuation ands Investment Funds. This advice has always been delivered in a professional and easy to understand manner. Christopher is the ultimate Financial Planner who acts with integrity and confidentiality.”Max
These clients have agreed to share their story. Everyone's situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what's right for you.
