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A comprehensive survey by IOOF, involving 12,643 participants, highlighted the benefits of financial advice. Key findings include:

• 93% of respondents felt financial advice provided clarity around financial goals and helped achieve them.

• 90% of advised clients believed financial advice improved their financial position.

• 88% reported better mental health and reduced stress regarding financial matters.

If I had a dollar for every client who told me they wished they had started their financial planning 10 years ago, I’d be quite well off! Don’t let that be your story. Let's work together to create a plan that secures your future. Book an appointment with me today, and let's start your journey to financial peace of mind.