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Client Story: In his father’s footsteps

July 7, 2016  |  #Celebrate

With an adventurous spirit and the help of a great financial planner, Winston and Yvonne were off on the trip of a lifetime!

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!

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“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.”

 

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