• Matthew Jacobson

WHY FINANCIAL PLANNING? WHAT OUR CLIENTS HAVE TO SAY...

Henny, please tell us a little bit about your financial planning journey and your experience working with a Financial Planner.

Q1 Why was it important for you to seek financial advice?

To ensure financial stability and growth


Q2 How has your financial knowledge changed since you first met with your Financial Planner to now?

Better understanding of my overall financial situation


Q3 What is the most important thing you have learned through the financial planning process?

Actually understanding my financial situation


Q4 What is the #1 financial objective you plan to achieve in the next 10 years?

Have enough money available to travel the world and make memories with my kids


Q5 If you could provide some financial advice to your younger self, what would it be?

Go and find yourself a financial planner/advisor!



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