Testimonials

Client comments from confidential survey July 2010

• Good, personalised service with a commitment to actioning a plan. Very happy with the service to date.
• I think More4Life is a great practice. I have referred friends to the team there, as I can trust them, and feel happy with the outcomes
• Adviser similar age and position in life assisted with knowing where we were likely to be at financially.
• Adviser always asks how he can help improve, and asks question relating to my needs
• Happy with his skill/knowledge base.
• Consistent approach from Adviser throughout process.
• The business is very professional and smart without being flashy.
• Always keeps me involved with my finances, and the direction it is going.

Retirement Planning

In 2001, I was caught up in one of Telstra's reorganisations and had the option of leaving with a redundancy package or moving into a joint venture company. Several colleagues were in the same situation, and like most people, we had not spent a lot of time learning the details of superannuation and retirement planning. We had been contributing to a compulsory superannuation scheme that had been compounding away nicely for 25 to 35 years, and this was rapidly becoming the major asset for most of us. With the prospect of retirement looming, we underwent an accelerated learning process, and spent many coffee breaks sharing our new-found knowledge of superannuation, taxation and retirement planning, and our experiences with various financial planners ...

Stable Career

I had a good stable career for over 30 years with a company that provided excellent superannuation benefits. In 1999 management decided to restructure the section I was in, and I was given the option of relocating to another city or leaving with a redundancy package. After attending many lectures and having long discussions with colleagues in the same predicament, I realised that my assets were sufficient to allow me to retire but not to have any choice of lifestyle.

Over the next 4 years I managed to find new short term positions in the company and so delay the difficult retirement decision ...

Going into business

My first contact with James was when I had just commenced practice as a Barrister. The concept of going into business in my own right was a daunting one and I appreciated James' focus on what had to be done in the present to achieve my long term goals ...