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Advice Case Studies

It’s easy to talk about the value of financial advice but the best way to understand what it can do for you is to hear it from the horse’s mouth.

Take a look at some video case studies featuring real people speaking about their experience of meeting a financial adviser for the first time. And watch out for more in coming weeks.

Still of Tim interview recording

How I Got Advice: Tim’s Story

Tim Gibson decides it's time to get his finances in order and meet a financial adviser for the first time.

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Still of Rhianna interview recording

How I Got Advice: Rhiannon’s Story

Rhiannon Edwards, 28, talks about her first experience of meeting a financial adviser.

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How I got advice: Victoria

How I got advice: Victoria's story

Victoria Neumark Jones, meets a financial adviser for the first time to find out when she can retire and if she's able to help provide for her granddaughter.

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How I got advice: Christopher

How I got advice: Christopher's story

Christopher meets a financial adviser for the first time to discuss how best to leave money to his grown up children and continue to provide for his mother.

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