Post Tagged with: "financial security"

 
  • 10 Things to do by 60 for Financial Security

    Our friends at Joseph Palmer & Sons provided this insightful article based on an inspiration one of the partners had in recent meetings where it dawned that clients were clearly […]

     
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Testimonial

A financial broker who would be able to give me valuable advice and walk me through everything I needed to secure my first home are the most important qualities I would seek in choosing my broker - and Paul fit all these to a ‘T’! I came to know Paul through my mother, who highly recommended him because she had used him previously. I found him to be very patient and gave me all the time in the world when assessing properties and which ones were worth putting in offers for. He helped me stay aligned to my long term goals and was always available. With Paul's help, I got into the property market, for which I am incredibly grateful. Thank you Paul, I couldn’t have done it without you!

- Kathryn Thomason