Just wanted to say thanks to Chris Harris for an obligation free 1 hour Financial Health Check. My husband Lyle and I were very impressed with the way Chris had thoroughly reviewed the information we had supplied in advance and then asked additional questions to provide further clarity of our current situation, our goals and future intentions.
He came across as very genuinely interested in my business, Spruiker Hire and how it actually operated and I left feeling reassured that I was on the right path by the way he quizzed me to ensure I had actually researched and thought through my rather unique strategy.
Chris also gave us a couple of options to consider with regards to decisions we need to make about our superannuation now that both Lyle and I have turned 60 including a possible scenario to draw some or all of it to pay off the small mortgage we have on our home.
We both felt very comfortable sharing our personal financial information with him and didn't feel at all embarrassed or fearful to ask the dumb questions and share some of our (my) quirky investment ideas.
Lyle and I would both be happy to recommend to anyone looking for an opinion on their financial thinking to take advantage of Chris' offer and spend a self-indulgent hour talking about themselves and their financial goals.
Licensed Shopping Centre Manager, Speaker, Trainer, Facilitator and Retail Community Builder #eclecticdabbler