I thought I had a pretty good understanding of what I needed for my future. However, after that first session with Bret, when he asked me about my life goals, I realised that I had a pretty good ‘wish list’...
I know that if left on my own, there was a good chance I would have made wrong decisions along the way however with Bret’s guidance I am now living the life I want. I have my own house, I...
My husband Bill, passed away suddenly three years ago in March 2020. At the time we were running a telco retail business with another couple and COVID was restricting our movements. The sudden death of my husband coupled with business...
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...
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...