'Meet the Team' Series

Client Stories [Video]: Helping Andrena tick off her bucket list

Client Stories [Video]: Helping Andrena tick off her bucket list

As you may know, we take pride in helping our clients, but since you have probably heard it from us too often, we thought it would be best for you to hear it straight from the clients themselves! We are extremely excited to be sharing these with you.

What's on your bucket list? Are you on your way to ticking all those things off? Wouldn't it be great if you didn't have to wait until 'one day' to go to all those places or do those things you really wanted to? Here's how we helped Andrena tick off her list, and years earlier than she expected! 

Here is Andrena's story:

Why did you choose Murphy Wealth?

Having been in banking for 37 years myself, I've come across a lot of financial advisers. Neil (Law) [Managing Director] told me all about the company, he brought me into meet some of the people here, some of the staff here, and it just really appealed to me, it just felt like a family. That sounds like a silly thing to say doesn’t it, but it did feel like a family.

What has approaching Murphy Wealth allowed you to do?

It has allowed me to retire early, I retired at 55 and a half years old, almost 56 years old. It has allowed me to invest my money, allowed me to plan for my future. And since I have retired, which is now 2 years ago, I’ve been doing all my bucket list things.

I’ve been able to help my family, I bought my nieces cars. And just being able to do that at this stage of your life is lovely. Not just helping yourself out and ticking off your own bucket list things but being able to help other people out and expect nothing in return. It’s a wonderful position to be in.

It’s all these kind of things that when you’re 25, 30 you think, I would never be able to do anything like that. And here I am now, I’m doing it and I’m loving it.

What makes Murphy Wealth different?

They’ve very interested in you, in your aspirations, your interests. ‘What do you want to do with your money?’

They’re talking you through the economy, they’re talking you through your monies, they’re talking you through your investments. The biggest thing is the long-term, what you’re going to see in the long-term.

Why would you recommend Murphy Wealth?

I cannot fault the way everything has been handled from the first touch of coming through the door, meeting all the staff, from the girls, to Neil, to the other financial advisers here. Everything about the company is just fantastic and I would not hesitate to recommend Murphy Wealth to anybody.

We support business owners and individuals, to get the lifestyle they want, and keep it! If you are like Andrena and want to achieving your goals and bucket list items, get in touch with us.

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