Real Customer Stories
Everyone has a different idea of what living well looks like. Customers of Live Well Financial Planning share some of their own personal financial journeys and how quality financial advice has changed their lives for the better.
Mark’s story
As Mark approached his 60th birthday, he knew that he needed to start planning for a financially healthy retirement. He was eligible for a compensation payment but was unsure about how this would effect his Centrelink benefits. “I knew I needed help. I needed to see what options were available for my financial security and lifestyle.”
Jenn & Sam’s story
As young parents Jenn & Sam were busy raising their 5 year old and trying to save for the future. Their approach to their finances was adhoc.“We had some goals, and priorities for our finances but no advice on how to make this happen. We knew we weren’t going to get anywhere without a plan.”
Melanie’s story
As a small business owner, Melanie’s finances were disorganised. She made a good income but she wasn’t sure where she was spending it, which made it really hard to plan for the future. “I dreaded meetings about my finances. I had no idea what I was meant to be doing”.
Hayley & Luke’s story
As a working couple with two children, Hayley & Luke decided that they should start making plans for a fun retirement. “We wanted to make sure that we had the funds to enjoy our retirement, and be rewarded for our working life, rather than worrying about running out of money.”
Jody’s story
As a single woman with a fur baby and ageing property, Jody was keen to start planning her finances. But she found the financial advice for single women lacking. “I went to a seminar but it was focused on couples and widows. There was no information for an employed single woman.”
Plan to live life well.
Book a complimentary chat with our team to find out how we can help you live well, no matter where you’re at with your finances. We help customers Australia-wide via video chat or face to face in our Canterbury, Wantirna or Eltham offices.
Call John 0403 189 798
Call David 0403 189 798