Progress Meeting Information

Testimonial

Dr Jeffrey Regnis and Mrs Lesley Regnis

In 2008 it was recommended by an associate that we could benefit from visiting GPA Financial Services. At the time we had a mortgage on our home and very little in the way of assets and almost no income / health protection. Retirement seemed like a long way off and as such creating a “nest egg” seemed of little importance.

The guidance of GPA Financial Services has allowed us to clarify both our short and long term financial goals.

In the 15 years we have been clients, the guidance of GPA Financial Services has allowed us to own our own family home, purchase (and repay) an investment property, set up our own self managed superannuation fund – through which we have borrowed (this was facilitated by GPA Financial Services) and purchased an investment property and developed a strategic investment portfolio.

It is pleasing to receive detailed updates on a monthly basis with regard to the performance of our investment portfolio and we meet with Jason every six months. It is at those meetings that we can see just how far we have come in such a relatively short period of time.

Jason and his team understand our family aspirations and have worked with us to achieve these. In addition, he understands our need for low level investment risk. We have found Jason to be extremely down-to-earth and approachable. He can relate to us and vice versa.

We have no hesitation in recommending GPA Financial Services to any prospective client.