Retirement! A word often thought about with anticipation and excitement and, also, firmly placed in the future. Until it isn’t!
This year retirement was no longer in the future and there were lots of decisions to be made.
Decisions like “what’s the best way to access our money?”, “what will we do each day now we have all the time there is?” and, perhaps the most pressing, “how do we feel about our long time financial advisor retiring just when we perceived we needed him the most?”.
We needn’t have worried. Our retiring trusted advisor, Greg Healy, who had provided excellent advice, service and friendship had found, for us, the perfect replacement in Greg Neill at Provident.
Our first combined meeting turned out to be a seamless handover of our affairs, a continuation of the excellent service previously received and a great relief at a potentially stressful time. This was our first “enjoy factor” with Provident Financial Services. There have been many more since.
Working with Greg Neill our financial decisions are adequately informed and quickly and easily made. We dedicate our free time to determining just what we want to do with said free time and to enjoying spending the money being regularly received!
Our vision PLAN. HELP. ACHIEVE. is a series of stepping stones designed to help you explore what it means to enjoy life with financial security. Let us help you discover what your Enjoy Factor is. -
Our Enjoy Factor is spending time in retirement with the grand-kids and having fantastic holiday adventures. - Jim & Connie Medew
My Enjoy Factor is volunteering for the Nakuru Hope Gabriel Learning Centre in Kenya. I get the ‘joy’ in my enjoy factor, from the smiling faces of those I am privileged to be able to help; those who so desperately need it. - Gayle Greenwood
Thanks to careful planning by our wonderful team at Provident, we have been able to travel around America and the United Kingdom enjoying the beginning of our retirement visiting family and friends. - Gerri Garland & Steph Mutch
We are very satisfied with the service provided by Polly & Provident and can’t recommend them enough. - Matt & Pip McMullen
Paul, Greg and the team at Provident have become more than just financial advisers to us over the years and are as much friends as they are advisers. - John & Vicki Evans
Thanks Polly and Greg – you remove plenty of worry from my life! - Richard Murrell
Provident, Paul Carter and Greg Neill have done an excellent job organizing our financial affairs such that we can draw funds as needed to enjoy these fabulous overseas holidays. - Bob & Bev Berven