With the support and encouragement of their Invest Blue financial adviser, Steve Sewell, Tim and Margaret worked through their goals and objectives. Facing a myriad of investment choices, they were unsure how to proceed. In the end, they chose to purchase a nearby property so they could expand their business. And the couple are absolutely thrilled to have just achieved record results in their annual stud sale and feel that they are on track for their future.
“We went to him with an open mind and it was great to talk to someone who could put a few more highlights in front of us before we made our decision. His advice had weight in that it was about us – he had nothing to gain from our investing in more land.”
What you need to know
This information is provided by Invest Blue Limited (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.
You may also like