Welcome to the next in the series of videos featuring Integrity One staff members sharing stories of day to day experiences which may be of interest to you.
Today we hear from Integrity One Senior Financial Planner Matt Getson who shares a good news story from a client review meeting in which a couple thought they did not have sufficient money to retire.
Update : In 2021 after a long and successful career Matt Getson has taken his own advice and retired as a Financial Planner, we wish him well in his new life!
If you would like more information regarding retirement planning or any other financial planning matter please call –
Phone: (03) 9723 0522
Suite 2, 1 Railway Crescent
Croydon, Victoria 3136
Email: integrityone@iplan.com.au
This information is of a general nature and does not take into consideration anyone’s individual circumstances or objectives. Financial Planning activities only are provided by Integrity One Planning Services Pty Ltd as a Corporate Authorised Representative No. 315000 of Integrity Financial Planners Pty Ltd ABN 71 069 537 855 AFSL 225051. Integrity One Planning Services Pty Ltd and Integrity One Accounting and Business Advisory Services Pty Ltd are not liable for any financial loss resulting from decisions made based on this information. Please consult your adviser before making decisions using this information.