your
our expertise
How are you feeling about your financial security? It's a question a lot of us avoid asking, just in case we don't like the answer.
Everyone has their own unique set of circumstances. The good news is, improving things by making small changes today can be relatively pain-free - we just need the right experience on our side. We can make strong choices today to improve our financial security in the future.
The first step is to take an honest look at where we stand today and then shape the financial future we'd like to enjoy tomorrow. Our Advantage consultants are here to help you sort through your options and connect you to the best experts for your special set circumstances
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PLANS
YOUR STORIES
The Bradies
Meet Jan and Greg, they've just begun their financial journey together and have made some positive choices about consolidating their debts and paying off their first mortgage as quickly as possible.
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They are thinking about kids and both have older parents, so they're thinking about their long-term security.
Our caring and well-informed Advantage consultant helped assess their possibilities and potential.
Jane Smith
Here's Jane, she's decided to take the reigns of her financial future. She's about a year out of a divorce and wants to make sure she's safe and secure as she moves forward.
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She's invested some of the home equity from her marital home in an investment property and loves knowing its building value without her doing anything to the property.
Aleisha & Dan
Aleisha & Dan are avid travellers. With the new-world of covid, they've missed their 2 cruises this year. So theyve decided to use that extra money to pay down their mortgage a little quicker and add a mortgage offset account. They'll save almost $80,000 with their new plan.
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Their Advantage consultant David got to know them and their needs and steered them to the right financial experts for them.