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Open Letter from CEO Daniel Brown

April 30, 2020 | COVID-19

I know I speak for not only myself, but for every hardworking Australian when I say that we all want to set ourselves up for financial freedom in retirement.

Yet we are all dealing with this unprecedented situation which has seen tens of thousands, if not hundreds of thousands of dollars wiped off the value of our retirement nest eggs. It’s making us feel incredibly frustrated knowing a big chunk of what we have worked so hard for has evaporated, seemingly overnight – and it just feels wrong.

You know what though? You can overcome this challenge in your life. It’s not the first challenge you’ve faced, and it won’t be the last.

Through financial planning we’ve helped 875 people overcome loss and financial challenges and achieve their own version of financial freedom. And the reason we’ve done this is because we care, we understand the pain people feel when they feel like their retirement dreams have been crushed.

This is how we’ve helped those people:

  1. We start by understanding their current financial challenges, identify their future goals and aspirations and what’s most important to them in life, health, wealth and family.
  2. We then start a discovery process and explore the strategies available to achieve all of their goals in time.
  3. And finally, together we implement their plan; the plan we’ve developed together to achieve their ideal retirement lifestyle.

If you’ve lost part of your retirement nest egg, here’s what you need to do about it: you need to get good financial advice. Furthermore, you need to do it today, because if you don’t take action and if you don’t take back control over your retirement plan, the current situation may well be your new reality.

We don’t want this to happen – we want you to experience a retirement of financial freedom, not one of compromise and constant fear of running out of money.

If you’re ready to back control of your future, book an appointment with one of our experience Financial Planning Specialists. We have offices in Newcastle, Erina and Sydney.


Wishing you health, wealth and happiness,

Daniel Brown