<p>Roll back 20 years to October 2002 and Alan Moran had the privilege to meet Margo, a delightful lady who he is proud to still call my client today. </p> <p>Emma Crossick tells Margo's story.</p>

Roll back 20 years to October 2002 and Alan Moran had the privilege to meet Margo, a delightful lady who he is proud to still call my client today. Emma Crossick tells Margo's story.

Margo's Story

The Heart of What we are about

We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations.

Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve.

Unlike many financial advisers who focus only on your money, we put your life first and your money second.

We work together with our clients to build their personalised financial plan which sets them on the road to financial independence and personal freedom.

When we can see that you can live the life that you want and achieve your dreams and goals without ever running out of money we know that our job is done.

Our relationships with our clients are very important to us and they are built on integrity, authenticity and trust. You can relax and focus on the things that really matter, knowing that we are always on hand to help when you need us.

Business

Education

Self-Improvement

Investing

The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised financial plan which sets them on the road to financial independence and personal freedom. When we can see that you can live the life that you want and achieve your dreams and goals without ever running out of money we know that our job is done. Our relationships with our clients are very important to us and they are built on integrity, authenticity and trust. You can relax and focus on the things that really matter, knowing that we are always on hand to help when you need us.

Share Margo's Story

Sign up to save your podcasts

Margo's Story

Margo's Story