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.

#RetireRight

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.

#RetireRight




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