When it came to planning our financial future, we needed to find an adviser we felt we could have a meaningful relationship with; ensuring you have enough money in retirement is so important. When you find someone like Gemma who you can trust and respect, the rest is easy.
Gemma really cares about financial planning. In the same way we care about health, she cares about wealth and we instantly felt a real synergy with our mutual career choices. Gemma listened and understood the perceived risk of the world we were in, explaining everything in our language.
More than anything Gemma gave us permission to evaluate our own belief system and explore beyond our comfort zone. There was no stereotypical arrogance and fixed mandate, which tends to make you defensive. Gemma was genuinely interested in our world with absolute openness and with an authentic desire to help us.