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CLIENT STORIES

How Shore Financial Helped The Goldsteins Gain Control, Consolidate And Grow Their Wealth

“Prior to Shore Financial, we had a lot of different people taking care of various aspects of our personal finances and insurances. It was all a bit chaotic. Now everyone is under the same roof and that makes things so much simpler and more streamlined

Our accountant is still separate, but before, everything felt very piecemeal. Now we’ve got a proper coordinated strategy in place – we know where our money is and what it is doing and how we’re tracking towards retirement.”

Nikki and her husband needed help consolidating and managing their finances in order to feel like they had more ‘control’ over their financial position. With value-added advice from the team at Shore Financial, they now also have a lot more confidence about their plans for eventual retirement.

Nikki has been a Shore Financial client for several years, and over time she and her husband have taken advantage of the fact that the firm offers a full suite of services. Both receive advice about financial strategy, property, investing and other financial goals, as well as insurance.

Put together a ‘dream team’

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.”

Regaining control

Regaining control

Nikki acknowledges that taking financial control can be daunting and that opening up to a ‘perfect stranger’ about what you’ve got and what you owe is not easy.

“James came highly recommended to us, but that doesn’t mean he didn’t have to earn our trust! He did though, with his openness and honesty. He’s an incredibly decent, hardworking guy. He is really knowledgeable but his approach is warm and friendly. We’re really happy with the decisions he has helped us to make. “

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