CARE FOR OUR NEEDS & GOALS

In our time working with Devon Wealth, we have been able to repay our investment loan, boost our superannuation accounts, save for a couple holidays (and more to come), set aside funds for our grandchildren. Now we are on track to retire 3 years earlier than expected and enjoy our next couple of years working part-time, as we ease our way into retirement. All of which would not have been possible without the partnership we have formed with the team at Devon Wealth.

Now our children are all clients of Devon Wealth, making sure that their financial futures will be secured early on in the working lives. This is perhaps the most comforting aspect of all.

- John and Allison, October 2016