We are all passionate about finance and helping our clients understand what can be quite a complex subject. All of our presentations are easy to understand and grasp.
Doug lost both his parents within 12 weeks of each other when they were just 64 & 62, and remembers his dad telling him that he worked hard to get a good retirement, and that there would be more time for the family when he retired, however, he never made it to retirement. Doug feels that it is deeply sad that whilst having a good life his parents missed out on everything life has to offer. So he is passionate about making sure his clients get the balance between life, family and finance, giving his clients the confidence to manage their lives within budget whilst enjoying it to their best ability.