Su talks about her how her investments have grown over the course of the past ten years working with Payal. She also explains what it is like working with Michele
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Christopher Mills
Christopher speaks about how Michele and Payal helped adjust his investment strategy due to a change in circumstances.
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Mark is happily retired and is supported by the income from his investments which remain under the management of our team.
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Previously, Sarah had some bad experiences with financial advisers. She explains the contrast between that and working with Michele and Payal. She talks about their
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Clive compares his experience of working with Michele with his employer managed provident fund. He speaks about planning, investing, dealing with tax issues and his
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Chris talks about the importance of long term relationships and the value Michele and Payal deliver.
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Phillip’s prior experiences with financial advisors had been appalling, resulting in a substantial loss of his hard earned savings. Sadly, that is not uncommon.
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