Amanda

Managing finances can be complex and overwhelming, but for Amanda, working with Everything Financial has transformed this experience. With a financial quarterback guiding her, she feels excited and ready to take on the world.

Amanda was introduced to Everything Financial by her accountant, who recommended reaching out for intelligent investment advice. As a hardworking entrepreneur with a growing company, Amanda needed a service that would go the extra mile. The attention and creativity offered by Everything Financial impressed her and made a significant difference.

“They provide real support,” she says. “They are proactive, booking meetings and offering support for various services, both company and personal. They enlighten and educate – telling you things the banks don’t. More attention turns financing into an exciting thing.”

Unlike typical banks, Everything Financial offers dedicated 1-1 support and takes Amanda’s financial goals seriously. This commitment has made financial planning something she looks forward to. She no longer worries about her finances; instead, she feels excited and assured that she has a solid plan and the right team in place. This peace of mind is invaluable.

Through her partnership with Everything Financial, she has achieved important milestones, including reducing her investment fees by a whole percent. Amanda compares their support to the comprehensive services her own company provides in marketing. “Their people are all there for you. Instant support. I know I’m making the best possible decisions with my financial future. Knowing I have a great team in place is huge.”

Amanda stresses that a good financial advisor should provide more than just products like life insurance or mutual funds. Instead, they should offer comprehensive, personal support with a deep understanding of creating a sound financial plan. This holistic approach sets Everything Financial apart.

When asked about her top financial advice, Amanda’s response was clear: set goals early and seek advice beyond what a typical accountant or big bank might offer. “Keep setting and updating goals – it makes a huge difference.”

For Amanda, Everything Financial has transformed her financial outlook. Their support has empowered her, and she knows she can reach out at any time for exceptional financial advice, whether it’s purchasing a car, renewing a mortgage or company tax planning. Beyond finances, she enjoys the outdoors, warm sunny places and spending time with her animals, family and friends. Whether it’s boating on rivers and lakes or simply enjoying the summer sun, these moments are now accompanied by the comfort of knowing her financial future is secure.

Looking for the same financial freedom? Our mission is simple: to provide personalized and intelligent financial planning that puts your money where it belongs – with you. Ready to take the next step? Don’t stress about your finances, contact us today.