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National Milling Manager
We have been working with GPA Financial Services for many years and as we now approach retirement we can see just how far we have come. In the beginning we were trying to get an idea of how we were travelling finance wise. We were not sure if we were on track as we had not set any clear goals. The planning process helped us to do this and gave us a very clear direction. The care and strategic planning involved was complemented by regular appraisals and check-up meetings. We saw and continue to see GPA regularly. As we hit the GFC we were in good shape and with GPA’s advice we confidently and safely invested through this period. GPA always position things with risk versus return in mind and we can see they are working for our best interests. Our strategy has meant that our retirement income will be approx. 30% higher than it would have been otherwise. We have used cash flow, assets and structures in ways we just would not have otherwise done. We went from little or no plan to a having a strong sense of control and many more lifestyle choices. We are excited about the future and looking forward to a continued relationship with our trusted advisors.