Barry Thompson*, a now-retired business manager for a multi-national corporation has been a client of James Reynolds’ since 2014. Barry and his wife Sam* had professional advice relationships with their Accountant, real estate agent and their banks. What Barry and Sam were looking for, though, was a financial adviser who could help them better manage their financial situation.
When Jen and I started talking about what topics to write about for this week’s blog, she said “you’ve got to write about investment property – everyone either wants one or has one, and there just isn’t enough information out there. Which isn’t good, because it seems to have become The New Australian Dream.” Right?
I caught up for coffee with a client at Belmondo’s last Saturday. We worked on one of the client's projects for an hour or so, caught up on what was going on in his life and right at the end he wanted my thoughts on something possibly disastrous, that happened to their friend during the week.