New Strategies Changed Their Financial Position

Already retired when we met, James and Helen had an income stream in place but felt they should be doing better.

Meet James & Helen – Retired Couple

Already retired when we met, had an income stream in place but felt they should be doing better. We implemented a strategy that increased their Centrelink benefits and enhanced their financial position greatly, over the past 5 years they have managed to achieve more and improve their financial position greatly.

Helen & James stated that, from the very first meeting Christine opened our eyes to strategies we could have been taking advantage of years ago, now we don’t have to worry about anything, and Christine keeps us well informed, we have achieved what she promised, and we are in a much better financial position because of it.

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