Late last week, I learned that my client of 10 years would be moving into residential aged care down the coast on Tuesday. A big deal, given she had spent her entire life in the same suburb—born, raised children, worked, and retired there. She is a strong and independent woman. I drove over to see her on Saturday and brought flowers to commemorate this important occasion.
Being a long-term trusted financial adviser is a joy and a privilege. We learn as much from our clients about life as we teach them about money and investing.
Thank you to my client's personal injury lawyer for referring her for advice. We at Aeran value the opportunity to build relationships of support, trust and care over the long term.