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Martin & Rebecca R., QLD
We came from a background of being guided by a financial advisor. I would just hand it over and just sort of let him do the work.
We're not young and we don't have oodles of time for, you know, just accumulating wealth. After working in my business for over 30 years, I decided that I needed a change. Seeing you and hearing what you said, just made sense. We need to know what we're investing in and how to invest properly.
There was always that background worry that we might have to sell assets down to, to live. You really want to have a perpetual investment that you can rely on, without selling your assets just to survive.