Sonia took her first steps with Invest Blue back in 2009 when she met with Planner Julian Prendergast. She had inherited some money and was in need of guidance as how to invest it.
“Invest Blue knows my profile, and Julian respects if I am not ready to do something. He is easy to talk to and explains things in a way I understand. And I like his laugh, too.”
Long story short, Sonia now has no mortgage, has paid off her investment property and is free to wander the world as she wishes.
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