Chris Sargent is a qualified sunlight financial advisor with the Ladysmith Business Builders and would be happy to help walk you through this process. Come and join us for a morning meeting or meet up at our social each month.
Having a chat with a financial advisor about your money situation can bring great news, including the discovery that your finances aren’t so bad after all. That’s what happened to me.
I had thought my financial situation was a disaster and had started to see Lotto 6/49 as my retirement income plan. My wife and I knew we were spending too much, but we couldn’t seem to develop a savings strategy.
We decided it was time to find an advisor who would talk to us regularly, create a plan and show us the big picture.