Testimonials
So, don't just take our word for it! See what everyone else is saying about us.
Retire from Work You Dislike, Not from Meaningful Projects You Love:
July 2024 — Greg Heath
Holistic Financial Planner
"I found the points made here very insightful. As someone who walked away from the financial services profession due to the stress, I fully understand where FS professionals are coming from.
​
However, I have since discovered an alternative path: becoming a holistic fee-paying financial planner. It’s still early days, but the feedback from clients has been overwhelmingly positive.
​
I provide all the services of a typical financial adviser, except I don't recommend specific products or investments, thereby avoiding intermediary services. This means less heavy-handed regulation, minimal compliance costs, and no overpriced professional indemnity insurance. It's all about delivering excellent service at a fair price—a true win-win for everyone."
