Jeff

The jargon can be confusing. This course was really helpful in clarifying what I need to know and what I can safely ignore. It has also cut through all the detail and really honed in on the core elements I need to keep focus on.Thank you!

Freida

I was really worried about the financial aspects of retirement. I’ve always saved hard and thought I would be OK but I just couldn't relax about it. This course gave me the confidence to put my financial related anxiety aside because I was able to take action and cross off my concerns.

James and Tina

Choosing a financial adviser, a good one, is tough. The checklists of criteria, questions to ask and ways of checking qualifications were very practical and we went into our next meeting with a possible new advisor much more confidently.