“We came to FLP to continue our advice relationship with Brendan which proved to be a successful decision. The FLP offering has allowed us to continue to enjoy our retirement years and not have to worry”.
Mick & Cheryl have been clients of Brendan’s since 2008 and followed him to FLP in 2019 in which they have embraced wholeheartedly the Personal & Financial Lifestyle Service.
“This is such a fantastic service, we can enjoy our retirement years and not have to worry”. Mick and Cheryl both have retirement and investment strategies in place and take advantage of our Managed Discretionary Account Service (MDA).
Both travel to Queensland each year and to enjoy more of the sun all year round. Mick and Cheryl also love their bowls and are actively involved with the club. They can do all this knowing FLP are there managing their portfolio through all the ups and downs.
They are wonderful advocates of FLP and have total faith, trust and confidence in the manner in which they are looked after.
Financial Lifestyle Partners and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd.
ABN 54 139 889 535, AFSL 357306. http://fortnum.com.au
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