BY PAUL FARRUGIA
What do you want your money for? When financial planner Paul Farrugia asked this question to clients Linda and Nigel Robinson, they found themselves unable to answer. It was the start of them thinking differently about the purpose of their money. And it is a story that they wanted to share. Linda and Nigel Robinson became clients ten years ago and they had one main priority; to gain the confidence that their finances could support them into later life. Finding themselves in the situation of having a final salary income with additional savings, they came to Equilibrium wanting certainty that the long term was looked after. “Like many in our generation, we grew up when mortgage rates were very high, so being cautious and prudent with money was the only way to survive and to make
We fondly recall Jason Lowe, our first adviser, acknowledging that we were one of the most cautious clients he had ever had.”
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