We captured two of our clients, John and Ruth Foscolo, on camera at a client event we hosted earlier this year. They shared their story about the way we helped John to retire and created a Financial Plan that would support their ongoing financial needs in retirement. You can read the case study here.
On the day, we also managed to capture a short video of the couple sharing their experience of working with Marlene and the team here at UNIQ Family Wealth. In particular, Ruth talks about how she has peace of mind that everything is set-up should anything happen to John. John explains how much he appreciates how we tailor his portfolio to his lifestyle.
We apologise in advance for the background noise, it was a very noisy event!