We were thrilled to share our 20 year anniversary this month with some of our longest standing (I wouldn’t dare say oldest!) clients.
When I first sat down with Bruce & Margaret, they were looking forward to their imminent retirement. Now, almost 20 years on, they’re looking forward to their next big challenge – downsizing their home (for the second time) – as well as their next trip to Europe later this year.
As I’ve said many times, the greatest satisfaction in being a financial planner is sharing the journey with our clients – and we’re thrilled to still be working with Bruce and Margaret and assisting them in the next stage of their retirement.
So thank you Bruce & Margaret, and to all our other long standing clients, for letting us join you along the way.