Elizabeth’s Story

The reason I was looking for financial advice was that I’d been in financial difficulties. I’d gotten sick and I didn’t have insurance, and I had a business.

When you have a business, if you don’t pay yourself a salary, then you don’t have Super. So I wasn’t covered by protection.

I lost a property and had a very difficult time when I’d gotten sick. So yeah, I’d just learned what it was to not have enough money.

Every time people say, “Money’s not important” I listened to that. And even though I’m an accountant. I really didn’t understand the consequences of not having enough money to survive on the day-to-day and not having the protections when difficult things happen, like when you’re sick or when big financial hurdles come along.

I came in and saw Paul, and then Paul sort of opened the door about long term cashflow projections…

I love the simulator. That’s really awesome. It’s something I’m very familiar with, but it was more the strategy that changed the way I looked at things, and the most valuable in my mind.

I knew I could do the numbers myself, but with the wrong strategy, the numbers don’t mean anything.

It was more that the strategy was right, and what was right for me as an individual, which obviously is going to be different for every person. So it was looking at the individual circumstances of my needs and taking the right advice, and I’m really excited that now I’ve just bought my first home that I’m going to live in.

Take the experience from professionals basically. They’ve been there, done that, a few hundred times around.

Everyone who’s done some work with me has more than earned and paid back the money that I’ve spent, certainly. So yeah, I don’t question the decision for a second.

It’s all definitely in an all-good, feel-good, thank-you story.

I’m just on a very different path than I ever could have imagined just two or three years ago.

So yeah, I’m excited.

 

Note

• Would you like to have a similar experience like Elizabeth’s? We’d love to help! Click here to request a free and no-obligation appointment with our team.
• If you would like to discover an efficient way to manage your finances, reduce interest payments to the bank, and maximise your surplus, all while committing no more than 10 minutes each month to oversee it? Check out our in-house-built Moorr platform here.