Cassie and Michael's world

Cassie and Michael came in feeling overwhelmed, unsure how to move forward. With empathy, structure and zero judgement, Rachael gave them clarity, confidence and a completely paperless process to match their lifestyle.

Video transcript

My name is Cassie and I work as a business planner for an insurance company.

My name’s Michael and I’m a communications technician.

We weren’t really sure what to expect, but what we were hoping for was some financial advice and someone to help guide us in the right direction.

And that’s definitely what we got.

Coming to Your Wealth Consultants felt like joining a little bit of a family—people we could really trust, people who had our backs and would guide us in making some of the right decisions for things that can be pretty overwhelming.

When we first came to Your Wealth Consultants, we thought we were in a bit of a mess financially.

But the team made us feel really relaxed. They were non-judgmental.

They highlighted some of the good things we already had going for us and helped guide us to make good decisions for the future.

Our experience was straightforward and easy.

We found the team really easy to communicate with. They were really clear in the way they explained things to us. They made things simple.

They definitely talked us through different options, helped with all the research and took a lot of the stress off our plate.

They presented us with options and things we could do to help get ahead.

We originally wanted to see a financial adviser because we had a few different things we were worried about—and we wanted to purchase a second home.

We weren’t sure how to make sense of all the different options, so we thought it would be a good idea to have professionals on our team to help with those decisions and give us some direction.

It was really good that everything was paperless.

All our conversations were documented and emailed to us so we could keep and review them. That way we knew everything had been captured properly.

It was great to have all the documents sent through digitally—so we could store them in our files rather than have piles of paper at home that end up thrown away in a year or two.

Seeing a financial planner is beneficial for anyone who feels like they’re struggling or overwhelmed by financial decisions.

It’s about putting yourself in a better position than when you started—and we have.

We’ve definitely recommended the Your Wealth Consultant team to friends.

They’re an energetic, laid-back team. It’s not as daunting as we thought it would be. They made it easy, thanks to a really friendly group of people.

When we first thought about seeing a financial planner, we imagined it would be very corporate—probably quite boring—and not someone we’d easily connect with.

But the team here is just fantastic.

They’re super down to earth and super easy to connect with.

We felt like we could trust them straight away. They were never judgmental.

They never looked down on us or on some of our poor decisions.

They just wanted to help us get ahead and make good decisions for the future.

Our biggest takeaway is: we’re not alone.

We don’t have to do everything ourselves.

Having a team that supports us—and who has knowledge we don’t—makes such a big difference long term.

It doesn’t mean we’re stupid or don’t know what we’re doing. We just don’t always have the time to sit down and go through all the financial research.

It’s good to have people we trust to help us with that stuff.