“I didn’t think I would be in a position to clear my mortgage so quickly, and now thanks to the advice from FLP I’m now able to realise this. I am a strong advocate of FLP and refer many of my friends”.
In seeking advice for the first time back in 2014, Narelle was wanting to grow her wealth, but working in the fast paced Corporate Travel industry, didn’t have the time to focus on it herself. As a result, her family recommended her to FLP for advice.
The advice provided to Narelle included a strategy to have her debt free well before her retirement age. Through a wealth creation strategy, Narelle is now in a position to clear the mortgage through her investments.
Narelle’s retirement goals of being a self-funded retiree one day are also on track, where she can enjoy many extensive overseas holidays. Narelle would argue she is already able to enjoy many travel experiences through the wealth she has built up personally and often sharing these trips with her mum.
Narelle is on the Personal & Financial Lifestyle Service offering, and values our ongoing pro-active portfolio management and advice under this service.
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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