Progress Meeting Information

Testimonial

Lucille Flanagan

Retirement planning and care

I have been a client of GPA Financial Services & Managing Director Jason Poole for 7 years. Heading towards retirement initially there was anxiety moving from another fund that I had been with for many years, although I had considered this option carefully & had a recommendation from another very satisfied client. Important aspects of the trusting & confident relationship I have with Jason & GPA has developed on the acceptance & commitment by Jason to work with me at the level of risk I am comfortable with & by implementing strategic investments towards long term financial security.

Good & clear information, goal setting & reviewing of investments as required form the basis of my portfolio & discussion when alternative options seemed more appropriate always occur. The ability to include a family member who has a financial background in all the discussions I have with Jason has been beneficial for me. Monthly Market Review information is provided which gives an update of present trends & also
options of occasional information sessions from other financial institutions.

Jason has always shown a personal interest in me & this is reflected in the GPA team who are always respectful, helpful & timely in responding to requests which adds to the satisfaction I have with GPA.