“We run a small consulting company and wanted to understand our current financial position – both in the company and at home. We were looking to find out what we needed to do and how we could achieve growth within the business and our personal life.
“A Wealth Maximisation Audit was completed and this provided a good framework for the documents we needed to put in place, e.g. the trust, wills and EPA’s. Ongoing guidance has been sought around some specific matters but there has been progress in the areas we needed to look at.
“Both Greg and I enjoyed the time spent on the project. The experience was challenging but interesting. It enabled us to focus and form a more targeted goal of where we wanted to be from a financial perspective in our personal lives. It also helped us understand the impact on the business to enable us to achieve these goals.
“Subsequent to this project being completed, we have undertaken a second project with Full Focus. This will enable us to achieve the goal of refinancing our business and purchasing a rental property out of Auckland.
“We appreciate all the hard work done by Full Focus and have enjoyed forming a relationship with David. One of his core strengths has been to demonstrate how well he has understood us, our business and our goals. He has helped to form strategies around these things. We look forward to a long and fruitful relationship with Full Focus.
“Sometimes it can be outside your comfort zone to ask for help in an area you feel you should understand but don’t. We aren’t all experts in every field. It’s OK to ask for help!”