Client Stories

We like to get to know our clients and what makes them tick. What’s your story?

Howard’s Story

Warren and his father Howard discuss his thoughts and processes behind his retirement plan and keeping structure in your life even as you transitioned to retirement.


Mike’s Story

From leading a business to conducting on Puffing Billy. Mike shares his story about retiring and how he keeps himself stimulated both physically and mentally.


Sharon & Ben

Sharon and Ben’s life changed in an instant and because of what they went through Sharon is now passionate about insurance. Sharon shares their experience and offers some advice for anyone that is not insured.

Peta-Gai & Kelly

Peta-Gai has loved makeup ever since she can remember, she partnered with Kelly and together they persued their dream of developing a luxurious cosmetics line – Iridis Cosmetics.

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 Phil & Jane Anthony Client Story

Philip & Jane Anthony

Phil & Jane are a retired couple that enjoy an active lifestyle of travelling, riding bikes and bird watching. Half the fun is planning and researching the adventure they are about to embark on.

Julie Hyde

Jules is the director of Julie Hyde and founder of women’s networking group Leaders & Lattes. She talks about what makes her tick including her work, her family and friends and her fluffy cat Fancy Nancy.

Julie Hyde Client Story