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Sue Watson – Waiheke and Auckland

With her advice, she has helped me focus on what is important to me and prioritise my financial and life goals. She remembers things that I have said in the past that are important to me and then reminds me when I’m making big decisions -bringing me back to what I want to achieve and how I want to live my life.

Carey pays attention to me and the fact that money is not the most important thing to me, that I have a real life and that all of those things (including my family and relationships) play a role in achieving my life goals. Financial security is part of that picture but not the whole.

She focuses on what success is for that person – it is different for different people and she helps me to define and stay true to my own definition of success.



 

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