1987

First had a chat with Jamie Luxton and discovered the Keystones to unravelling the secrets of Financial Security – Discipline, Trust and Sound Financial Advice. We then implemented a plan based on the above fundamentals.

1987 to 1996

Met with Jamie every 6 months at our home and received updates on investments and the planned courses for the same. We consolidated ‘work super’ with ‘personal super’ and we also met other investors at Wealth Wise seminars and Christmas Functions.

1996 to 2005

Found discipline and advice was paying off. Our Nest Egg was looking very comforting. Started formulating plans for prospective retirement, approximately 2012. Continued meetings with Jamie and further strategies (Investment Loan etc) were commissioned resulting in the formulation and presentation of retirement plans/figures. (Rode out 9/11 and Asian financial crisis due to sound long-term financial planning fundamentals).

2006

Retirement figures reached ahead of plan! Allocated Pensions put in place and strategies formulated re: coming of ‘Age Pension’ dates in 2010/2011.

Our congratulations and heartfelt thanks to all the ‘crew’ at Weathwise… we have always felt like “First Class Passengers” and have no doubt we will continue to do so.

Salmah and Mike Ayling, clients since 1987