Greg and Pam dream of touring Italy when they retire. With financial planning support from MLC Adviser Dean Greacen, and a little gift from us, they’re on the path to explore the wonders of Rome.
Today is #GetToKnowYourCustomers day, so we caught up with Greg and Pam who’ve planned early for their future.
Proud owners of a beautiful property in the leafy Victorian region of Yackandandah, the couple have been MLC customers for over 30 years.
Greg and Pam dream of touring Italy when they retire, so they reached out to MLC Adviser Dean Greacen for support.
Dean, Senior Financial Planner at MLC Advice Albury, helped the couple create a tailored financial plan to build and protect their wealth and help them live their ideal retirement.
Greg and Pam’s journey to retirement hasn’t been easy. Greg lost his father, his dog and was made redundant all within a short period.
Support from Dean and a positive attitude helped them through. As Pam notes, “As one door closes, another opens.”
Saving retirements like Greg’s and Pam’s is our goal at MLC. So when we saw an opportunity to help the couple realise their dream of travelling to Italy, we jumped at it.
Your dream retirement waits for you at the end of your working life. Whether you reach it or not depends on how early and well you prepare.
We can help you achieve this too by connecting you to the financial advice, expertise, strategies and tools you need to secure your future.
We can help
This video and article contains general information only and is not financial product advice. The information does not take into account your investment objectives, financial situation or needs. Before acting on any information on this video you should consider or seek advice on whether the information is appropriate for your needs, financial situation and investment objectives. GWM Adviser Services Limited ABN 96 002 071 749, AFSL No 230692 (“GWMAS”) trading as MLC Advice is a wholly owned subsidiary of the National Australia Bank Limited (“NAB”), and part of the wealth management business of the NAB group of companies (“NAB Group”). GWMAS is associated and may provide financial product advice on or deal in financial products issued by other members of the NAB Group. NAB does not guarantee or otherwise accept any liability in respect of the financial advice or services provided by GWMAS or its authorised representatives. An investment with MLC is not a deposit or liability of, and is not guaranteed by, NAB.