The stories of our clients
Coopers family testimonial
“I don’t think we ever had a picture of what retirement looked like. It was just something that you did at some point and we just wanted to be comfortable.”
The Martelli Family
“We just looked at it like, God, how much do we have to go (on paying off the mortgage)? SurePlan thought of it as how much of your house you already own.”
Lotu-Iiga family’s story
There’s an element of serendipity as to how they would eventually marry. Jules and Sam both grew up in Auckland. Their paths crossed when they were young because Jules’ cousins lived on the same street as Sam’s family and they attended the same church in the 1980s.
When we first started talking to SurePlan the questions asked around our finances were very relevant. Now that we have gone through the process of having a plan written it has really given us a long term perspective on our finances that we did not have before. To us gaining a sense of security has been the best thing about the whole process. Knowing that we have a plan in place and that it will work if we do our part is a great feeling. We have told a number of our friends that having a plan has been really good for us and that it would be great for them too.
The key thing that I’ve got out of working with SurePlan is confidence. I was already paying down my mortgage at a good rate and was putting money aside for safety. The problem was that I didn’t know how much to put aside and my wealth was growing too slowly. By putting a financial plan in place I’ve learned quite a bit about what is safe to do‚ where I can get best value out of my money and I now have real confidence in where I will end up. Before talking to SurePlan I was already good at saving‚ the difference now is that my saving is getting me to my goals faster. I was pretty apprehensive about talking to someone about my finances‚ but it’s been very good and I would recommend that people take a look at what a plan can do for them.
I had already been investing in property for a number of years when SurePlan called. My son is special needs and my mother who lives with me had just had some health problems so it was time to put a plan in place to protect my family. When I sat down with the financial advisor and went throught the written document it was great‚ I had never had one before and there is real security seeing a plan on paper.
I whole—heartedly recommend getting a financial plan from a professional as it is probably one of the best things that you can do for your financial future. The biggest thing that I have gained is a feeling of real security. Thanks SurePlan.
There’s no time like the present to get started on your financial journey. Take the first step with a free no-obligation in-home consultation, and discover how we can help you get from where you are now to where you really want to be.