Casey Graham

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Casey Graham helped you?

Sound advice

Have you seen the outcome you were hoping for?

Did until Trump

What could they have done better?

Advice was not to panic, not sure what else could have been done

What were the circumstances that caused you to initially look for an adviser?

I wanted to make some investments to maximise my retirement income.

How has Casey Graham helped you?

Casey supported with investments and pension advice, understanding and selecting appropriate risk profiles that suited my attitude to risk, inheritance planning and tax planning.

Have you seen the outcome you were hoping for?

Yes, Casey is extremely knowledgeable and very supportive and responsive.

What were the circumstances that caused you to initially look for an adviser?

I was looking for a trustworthy and highly knowledgeable company and advisor to assist me with my investments and retirement planning and Casey and company were highly recommended to me.

How has Casey Graham helped you?

Casey has provided excellent guidance and information to totally inform me of all things I needed to consider and factor into my future planning. What I liked most of all was the due care and attention to all details and not forcing me to go down any particular path. Casey presented all factual information in a friendly respectful manor and allowed myself and wife to make our own informed decisions.

Have you seen the outcome you were hoping for?

Myself and my wife have seen the outcome and more of what we were hoping for.

What could they have done better?

I can think of nothing they could have done more for us, it was from start to finish the best interaction and relationship I’ve had with any professional finance advisor and company to date.

What were the circumstances that caused you to initially look for an adviser?

I had some funds that I was unsure of proceeding with, in terms of growing and ensuing they would not run out

How has Casey Graham helped you?

Casey has been wonderful in terms of first and foremost asking me what I want to do with my investments, and has diligently kept my investments steadily growing over the years, whilst adhering to my wishes of how I want to use my money. Her expertise and the way she explains how the investments are growing are exemplary, and has been more than helpful with me in regards to the investments with the addition of starting a family.

Have you seen the outcome you were hoping for?

I think everyone who have significant funds invested would like to see a higher return on them. However, realistically, I am more than satisfied with how hard Casey works to keep my money working best for me.

What could they have done better?

I cannot fault Casey, both for her hard work and also her due care for helping me cultivate for the possibilities for my and my family's future.

What were the circumstances that caused you to initially look for an adviser?

Casey was working for the company I was dealing with and she was assigned to work with me

How has Casey Graham helped you?

Casey has been invaluable to me. She is able to provide not only sound financial advice, but able to deal with some granular requests I had. Throughout all of this I have found Casey to be very responsive and always able to give me an overview so I can make an informed decision.

Have you seen the outcome you were hoping for?

Given the nature of my investment it will ebb and flow but I am satisfied that long term we have absolutely made the right decisions based on Casey's advice

What could they have done better?

I cannot think of anything that Casey could have done better. She is extremely knowledgable and actually understands her customers profile. Rather than giving standard responses she takes time to drill down to my short, medium and long term goals and is able to give me bespoke recommendations