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Jul 15, 2013

A Win-Win Situation

It’s always a good feeling when we can help our clients and an even better one when we give them a good surprise!

A couple of weeks ago, a lovely couple came in to see us at Northern Star. It was a situation we were all quite familiar with; they had piles and piles of paperwork and just needed a helping hand to figure out where they were with their finances.

We spent some time with them, organising their papers, looking at their income and outgoings and where they saw themselves in the future.

Little did they know, they are now free to “graduate from having to work” and enjoy some well-deserved quality time! We wish them all the best on their adventures. Don’t let your finances pile up.

Come and have a chat with us about our financial planning advise, you don’t know what you could be missing.

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