What were the circumstances that caused you to look for a financial adviser?
It all began 34 years ago when we had just got married and required our first home for our family, Wayne was there to guide us to the best mortgage and other financial matters.
How did Wayne Slater help you?
We have known Wayne Slater Principal of Spectrum for over 34 years since first seeking out assistance with our first mortgage. Wayne was recommended by a family friend and as he became a trusted and professional financial adviser, we have remained customers of his. During our customer experience with Spectrum (mortgages, insurances, legal services, life assurance) not only have we had very good service but also one which is tailored to our and the family’s needs. We trust Spectrum to give us the best advice for our family and we think this is what sets Spectrum apart. It is more than just financial advice. I have no hesitation at all in recommending Spectrum to any colleague, friend, or family member as I trust the service so much.
Have you seen the outcome you were hoping for?
Yes, we have increased our assets and fully understand how they will support our retirement plans as well as our legacy for our children.
What could they have done better?
In a fast changing world, albeit a difficult concept, I would like to have remote access to all of my portfolio, thus keeping me constantly in picture and staying ahead of any potential issues.