Having an objective facilitated discussion on what is important to you now and moving forward is important, regardless of the phase of life you are in.The outcomes need to be distilled into agreed prioritised objectives that are both achievable and measurable.
We have just completed our first full year under the guidance given to us by Murray Wilkinson and his team. We can honestly say this move is possibly the best thing we have done in regard to our financial future. We feel totally comfortable now, having just completed our review, that our financial future is on a sound basis. We find Murray and his team exceptional in delivering and extremely professional and personal approach.
We have been with this company for 25 years. We have had the usual ups and downs of life, financial stress and crisis, all of which have been successfully managed with the outstanding financial advice of Future Gen. They see us as people, a family, as changing individuals with ever changing circumstances and we have been securely negotiated through all events with not only good financial advice but more importantly, caring compassionate, motivate people. The Future Gen team have taken 2 people who understand or care little about margins and rates, moulding and explaining a plan that will realise our financial ambitions.
I’ve completed three Ironman triathlons, three marathons, and countless shorter distance running events. I feel that I’m healthy, fit, and in great shape for my age, so it was with some surprise that when Murray and the Future Gen Solutions team suggested Trauma cover I almost scoffed at the idea. After recently surviving bowel cancer I now consider their advice life changing. The protection afforded by the payout enables me and my family to have choices if any future health concerns come our way. We can’t thank Murray and the team enough.
We have been with Murray Wilkinson for more than 20 years. In this time we have paid off our home, improved our lifestyle with many overseas holidays, purchased cars, etc and assisted our family, all the while building our wealth and planning for our retirement so we can be independent and secure. Murray and his team have always been helpful and understanding of our changing situation. We successfully survived the GFC in a great position for growth. We look forward to a continued relationship for many more years.
We love the ‘cradle to the grave’ type approach to our finances that is flexible and realistic, thus being able to achieve realistic goals. The service, advice, and obvious caring attitude is second to none and we feel that Murray and his team have our best interests at heart. To the extent that we are more then happy to refer friends and associates without question.