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A new chapter in the Sunshine State

Thanks to sound financial advice, Carol was able to buy a lovely place within a great community – one she initially thought was out of her budget. Find out how Financial Planner Shaun Akroyd was able to help Carol secure her financial position and have great peace of mind in retirement.

Any day now Carol Willis will be handed the keys to her new apartment in Brisbane. It’s a big change for the 71-year-old retiree who has resided in Victoria all her life but with her family settled in the Queensland capital, the move makes perfect sense.

Thanks to sound financial advice, Carol was able to buy a lovely place within a great community – one she initially thought was out of her budget.

Finding an expert she could trust implicitly turned out to be remarkably simple; Carol turned to Financial Planner, Shaun Akroyd who she’d known for many years through her son.

Carol only wishes she’d sought Shaun out earlier.