Busy Professionals
We often come across clients that have simply become "too busy" to attend to their personal finances. Sadly, they often recognise this when they realise an omission on their part has cost them financially.
Case Study 1
Mr and Mrs Jones are aged in their mid 40's and have been working very hard to secure the future of their family. Although they had searched in the past for an appropriate adviser, over the years they tended to "self manage" their own investment portfolio and superannuation.
As their career and busy lives progressed, Mr & Mrs Jones began to realise that they were missing opportunities and making mistakes regarding financial decision making. After an exhaustive search for the right adviser, the Jones Family recently joined the Alliance PFM Service to manage their superannuation and retirement assets.
