Brittany’s Story
“Providing me with the care I needed.”
Brittany’s Challenge
Brittany was doing post-grad studies and working part-time. She initially came to us for general advice about tax planning, ethical investments and “responsible” banks as she really wasn’t happy with her current bank and super fund. She wanted to build up her investments and savings to travel and be able to afford to “do whatever she felt like”.
“Elizabeth gave me great advice on my current financial situation. She was sure to follow up and check in, providing me with the care I needed.”
The Outcome
With our advice, Brittany went on to change banks and move her super, and then contacted us some months later to assist with her personal insurance requirements.
How We Did It
We advised Brittany on the options available to her regarding her bank and super to enable her to make an informed decision.
We supported Brittany in choosing a personal insurance provider that met her needs and helped her complete her application, which has now been accepted.
We provided Brittany with general advice on ethical investment and tax planning.