I am so pleased with myself. A couple I meet last month whose daughter is in the Cope Foundation in Cork rang me up on Wednesday to inform me that they got a cheque in the post for €15,420 because of me. From 2011 onwards, they will also receive just over €5,000 each year till retirement in additional benefits. It is always a great feeling in receiving a call like this.
I am confident that their new financial plan has great advice on their mortgage, savings, protection & pension. We also worked together to face the tough task of getting a Will done and having it set up correctly.
I have to admit that I might never get another client that much back from the government but I am glad I’ve set a new record for Financial Wellbeing. I am proud to say that this couple’s investment of €150 for a financial plan has changed their lives and as any parent who has a child with special needs knows, every penny counts.