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The finest compliment that we can receive Find Out What Others have said about us: "We have been clients of Creating Wealth since 2000. Alison's warm and friendly personality is a big plus for us as I feel very comfortable when discussing our personal financial problems with her. I like the way Alison explains all the background to any recommendation and then follows them up with a letter summarising our discussions and detailing what we have to do. I feel comfortable and assured with the advice we receive and find the explanations easy to understand." "I was feeling dissatisfied with my financial position because I felt that I did not have a good overview of my position nor was my position being monitored by an expert ... Alison and her company provide me with a range of information from a very informative website to prompt face to face meetings. I have every confidence that Alison and Creating Wealth Ltd will continue to meet my need for independent high financial advice, be transparent in their dealings with me, and be professional in their approach to their work, which is helping me meet my financial goals. I'm so glad I decided to get a financial plan done, and particularly to have been helped by Alison. She doesn't use superfluous and off putting jargon, but neither did she talk down to me at any stage. She has nudged me towards several ideas, but never forced me - something which was very important to me personally. I was also impressed with how thoroughly she has analysed the different areas such as insurance, saving for concrete goals, a will, retirement, mortgage repayments, the different types of investments, and taxation "From the moment I met Alison and Richard Renfrew I felt confident that my financial problems and future wealth would be well taken care of. At the age of 26 I realised that I did not have much to show in comparison to how much money I earned, and thought perhaps it was time to sort out my financial situation. Alison and Richard have shown me how putting a little bit aside now can make all the difference to the kind of lifestyle I wish to lead in the future" "My husband and I invested a substantial amount of money with them eighteen months ago. At the first session (portfolio review) Alison said I have some good news and some bad news. She said the good news was "You have made a lot of money" and the bad news is "That you can't expect that sort of return all the time". Even though they warned me about expecting high returns, in spite of the investment climate we have made much more money than we expected to. Since we took their advice and spread the money around in areas we didn't know about we have earned far more than we would have if the money had stayed in the bank." "Alison has a very relaxed, clear and "down to earth" presentation style. and more ....
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Disclosure Statement available on request and free of charge, phone 04 471 0662, or email alison@lyfords.co.nz |
