The ‘Goldstein Dream Team’ comprises James Sheehan, George Fennel and Anna Jiang.
“Everyone has been really great. We have two mortgages, which George and Anna helped us with, and James looks after our other finances.
It feels so good to be organised – it feels very grown up!
But the fact is that we do want to retire comfortably. Now that we’ve got a much more consolidated approach, we feel confident we’re in a good position to do that. We’re in our 50s and it’s a relief to know that we’ve got everything sorted and prepared for the time when we decide to stop work.”