You are more experienced now, your bank account is larger, and it is easier to think further ahead.
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While acting as Power of Attorney for my mother I consulted Jacquie for a second opinion about financial planning issues.
Jacquie quickly provided a broad overview of my concerns, printed specific examples to show the different paths I could take and offered her professional opinion on recent market trends, clearly demonstrating her wealth of experience and knowledge.
She also highlighted and summarized important points to conclude our meeting. And Jacquie did it all in one hour. I was then able to ask informed questions and deal confidently with my mother’s financial planner. It was definitely money well spent.
Jacquie was prompt, professional and a pleasure to work with on her fee for service basis. I would highly recommend her services whether you are entrusting her with your entire financial planning needs or are seeking a trusted, experienced ‘second look’.