Client Story: In his father’s footsteps

July 7th 2016 | Categories: Financial Planning |

Field of flowers over a cliff by the sea

Coffs Harbour couple, Winston & Yvonne Peden had already experienced their ‘once in a lifetime’ overseas trip to Canada, Alaska and Hawaii in 2007. Therefore, the idea of celebrating Yvonne’s 70th birthday overseas or walking in the footsteps of Winston’s Scottish born father was something they’d discuss wistfully.

When their Invest Blue financial adviser, Brendan Biddle – with whom they’ve enjoyed a great, trusting relationship with for a decade, assured them it was possible, they knew it was time to dust off the passports!

Double image 2

“We get on really well. Each time we go to see them it’s a good experience, a happy experience. We talk about our families, it’s not just business. We trust them implicitly and would recommend them highly to others, without hesitation.”

Get in touch with us today and find out how Invest Blue can help you achieve your dreams.

[ninja_form id=41]

What you need to know

This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.