Bret cares enormously, and it shows.
As a small business owner, Ted is acutely aware that when you invest in an advisor you weigh the benefits of their advice against the costs involved. Having known Bret for several years and heard positive feedback from others who had worked with him, Ted finally jumped in two years ago … and the results have included several benefits he says he couldn’t have foreseen.
Sitting and waiting without anxiety and stress can only occur after you deal with the upfront factors of financial planning.
Sean and Bret have known each other since they were schoolmates, though Sean recalls that it was only when his kids came along that he started to seriously consider managing and protecting his income and – one day – his family’s long-term wealth. In almost twenty years working together, Bret’s business approach and Sean’s financial needs have developed together.
Bret and his team knew what we wanted to happen. We felt a real, genuine concern, on their part for our lives.
Approaching retirement twelve years ago, Phil realised he didn’t have a financial advisor with a long term interest in ensuring his dreams became reality. His existing financial planners came through one of the big banks, which meant every six months the individual would change and there was always a feeling they were more interested in selling product than understanding him as a client. A friend referred him to Bret and Ambrose Advisory.
Bret brings clarity. He explains everything in a way I understand that is organised, thorough and personable.
Judy realised she was overwhelmed: navigating the process of a marriage separation, and suddenly having to independently manage the family finances. A friend at work recommended she speak with Bret Ambrose, and more than ten years later it has proved a most valuable relationship.
Your pathway to time freedom
Lead Your Dreams
My favourite things in life don’t cost any money. It’s really clear that the most precious resource we all have is time. – Steve Jobs
The essence of our philosophy – to help you make smart choices about your money and enjoy great quality of life – is the alignment of your financial choices behind what is most important to you; your values.
We would love to hear about your goals in life and help you plan to make them a reality so please
get in touch.