Client Stories

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DavidĀ and Cathy Boyce

David and Cathy were like most Queenslanders: they wanted to plan for their retirement, but with two kids negotiating big (and expensive) life events including overseas study and weddings, there always seemed to be another priority!

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Barbara Hogue

Like the coaching staff at Barbara’s beloved Cowboys, Michael was able to formulate a ‘game plan’ about how Barbara and Kerry, a Queensland Rail employee, could have the retirement they really wanted, rather than the one they were headed towards.

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Alan and Kerry Davison

Having Alan and Kerry’s financial ‘ducks in a row’ means that the couple can plan their travel (Canada, Spain and Ireland), retirement and leisure without having to be limited by their finances.

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Brian and Sue Payne

Brian and Sue can honestly say that the strategies Lighthouse Financial Advisers have helped them to implement have enhanced their finances considerably.

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