Vicki and Rod Olsen
How a young Adviser from Melbourne taught this retired couple about more than just investing for their future … he taught them how to trust.
“I could never see myself trusting anybody to handle our money. Ever.”
Theirs is a story of learning to trust … and having confidence that their adviser would look after everything they’d worked towards. And this is a story with a happy ending.
Some tough decisions …
“We had finished work … and although we’d invested well in property, it all changes once you stop working. We needed some professional help, and the hardest thing was learning to trust someone with our money.
Like many people at our age, we knew we had good assets in property … but as you get older, you need to downsize. So we did, and then we needed someone to manage the money we had to invest. We had no understanding of shares or investments!”
Vicki and Rod felt that Chris was being totally honest with them from the start.
“He was just able to put everything in a very simplistic way. He put together this fantastic plan for us … but he didn’t rush us. We took it away … thought about it and came back. He was comfortable for us to take our time.”
Taking control of their financial future
Vicki and Rob believed that their financial future came down to how much control they had … or didn’t have.
“You get to 65, you’ve worked hard, and you’ve got to whatever point you’re at in life. And whatever you’ve got is yours. But there’s this terrifying feeling that it’s out of your control.”
But Vicki and Rod have more control now than they ever did. They meet with Chris and the team four times a year. And besides the forms to sign, and the cheque they receive on the 15th of each month, the process is seamless.
“I could never ever have managed the way that First Financial have done it for us. It’s just been fantastic, and it’s taken all the worry out of it for us.
I didn’t want to spend the rest of my life worrying about money.”
And thanks to First Financial, they don’t have to.
Our partnership will deliver ongoing certainty that you are doing all the right things to achieve your personal wealth goals. If you are interested in setting up a bullet-proof strategy for financial success, and retiring certain you have enough, contact us today.