National Manager Institute Sales
Colonial First State
My wife and came to see Jason with the goal of gaining clarity on our long term financial plans. Despite close to 15 years working in the finance industry, we had no long term financial plan in place. The process with Jason was incredibly helpful for my wife and me to get clarity on our future goals and priorities and challenge what was possible for us. Jason’s cash flow and investment modelling then gave us confidence that the plan we wanted to put in place was backed by strong, long term analysis. Were very pleased with the outcome and excited about our new plan and the goals we’re working towards as a family. Jason was also helpful in highlighting areas of protection that would provide our family with greater financial certainty, no matter what health issues arise in the future. We found Jason and the whole GPA team very professional and a pleasure to deal with and we look forward to continuing our relationship.