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#AdviceLives

Real lives, real decisions

Explore how four different people used financial advice to make life's biggest decisions.

The young professional

Kemley wants help balancing his short-term financial needs with longer-term future planning such as his pension

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‘I recently had to make some big financial decisions, and it’s made me think more about what my future will look like when I’m older. There are also many more things I’d like to do — travelling, start my own business maybe — but I need to know if I can do all that and still retire at 60! I’ve begun to realise that the income I’ll currently receive when I retire won’t be anywhere near the level I’d need for my lifestyle. So I hope Dennis can help me change that.’

Dennis Hall
Independent financial adviser
Dennis Hall is an award-winning Chartered financial planner with nearly 30 years’ experience, and is the CEO of Yellowtail Financial Planning.
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The young professional
Kemley wants help balancing his short-term financial needs with longer-term future planning such as his pension.
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The first-time buyer
Ali is looking to buy her first home, so needs help achieving a successful mortgage application.
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The investor
Giovanna is trying to organise her pensions and investments, but is puzzled by some of the information she has been given.
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The later-life planner
Rose hopes to ensure a comfortable post-retirement future, and so needs a clearer idea as to the size of her pension.

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Please note that these videos show only highlights of much longer advice sessions which were tailored to the needs of the clients who agreed to appear in them. You should not make any decisions for your own financial requirements based on these videos but instead seek independent financial advice for recommendations appropriate to your own circumstances.