Stacey and Michael’s world

For Stacey and Michael, financial planning wasn’t just about buying a home, it was about building a future. With clarity, compassion and practical support from Rachael, they’ve gone from uncertain to empowered and taken action far sooner than they expected.

Video transcript

My name is Stacey and I’m a secondary school teacher in the Southeast Queensland region.

My name’s Michael and I’m a building designer, and I work all over Southeast Queensland.

I was seeking advice for a while. I knew enough to know that I didn’t know enough.

I talked to a couple of firms—some of the fees I was told I’d need to pay were incredible. They really weren’t suitable for our life at the time.

But Rachael spoke with the knowledge of our situation. She understood where we were at in our life, and we immediately started to build a rapport because of a common goal.

Then we knew it was right for us to work together.

We were excited about our future goals. We were confident in those goals and achieving them. We knew a timeline.

We knew when things would start—like buying a house or moving into more financial investments.

I think it means, for me, I can get on with doing what I’m doing—try to be as successful as I can in my endeavours.

I’m not constantly thinking about that other angle.

Rachael has reduced any latent anxiety about the future. She’s given us guidance and a helping hand so I can concentrate on being a good dad, good at my job, and on the other parts of life.

Because if you try to do everything yourself, you spread yourself too thin.

Your Wealth has guided us—given us knowledge about the insurances.

I didn’t know what they were, what they entailed, or what we were up for.

But we really learned from Rachael—the ins and outs of what they were—and then tailored them to our needs, and our daughter’s needs as well.

I knew nothing about it—but now I know what being an adult is all about in this world.

Because it’s not written down for you. You don’t learn this stuff at school. You have to go out and source it.

And companies like Your Wealth have really given us the great knowledge we need to better ourselves in the future.

The pragmatic way Rachael helped us gave us a vehicle for our savings—one where we’re doing better than we would have been doing if we just had money in a bank. But it was also very safe.

The next thing was she gave us peace of mind with insurance.

We knew we were working in a safe way forward.

Amazingly, everything happened a lot quicker than I anticipated.

We thought it would take another year—but we’re already here now. We’ve purchased a property.

And what it’s done for us is allowed us to plan our next steps.

Without Rachael and Kurt’s help, I don’t think we’d be in this position.

We’d still be a little unstructured.