Paul & Helen were looking for some advice on how they can use their hard-earned retirement savings to achieve the things they've always wanted.
Lou was looking for some help with her retirement savings to help secure her and her family's financial future.
Jonathan is a business owner who was looking for some support with long-term planning and how to optimise his income now and in the future.
Fern was looking to provide herself and her family with peace of mind over the future, and reassurance that they can enjoy their lives without financial anxiety.
