Clients Appreciation for the money management services of Wealthyfrog franchise
by
Wealthyfrog
The clients have wanted the type of services provided by the Wealthyfrog franchise and success has been witnessed by the firm in this regard. One of the clients of the financial services franchise, Paul & Kate Wyatt, said “We purchased our first investment property after just 4 weeks with Wealth Coach. A work colleague introduced Ben Healy (Wealth Coach) to Kate and myself. We had been looking for a financial advisor/investment coach for about six months. After meeting Ben for the first time and hearing his history, approach and business plan, Kate and I both agreed that he has the runs on the board and has the best structure we had seen that would work for us.”
They also said that “Ben Healy and Heather Wood helped us set out the right financial structure for us to be able to achieve one of our goals earlier rather than later. For example, after 4 weeks of setting up our strategy we bought our first investment property in QLD. Before meeting the team from Wealth Coach, we were looking at least 6 months until we thought we could afford the first investment property.” 26.10.2007
FCA Member
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