Andy & Helen – Auckland

We were considering retirement and wanted to know how that could be achieved with our portfolio.

Janet Natta was referred to us, she gave us very helpful advice and showed us how she could manage our funds for a fulfilling retirement.

Before we met Janet we were very nervous and stressed about our situation, once we met Janet the fear dissolved as she is very caring and most knowledgeable in her field.

We are kept up to date with meetings and full Investment Performance documents.

We have complete confidence in Janet and are now relaxed as our funds are growing and we know Janet has the ability and knowledge to look after us and our funds so we can enjoy our retirement.