I can focus on my life and Leave the experts to sort my finances
A current Progeny client preparing for semi-retirement after years of running his own business, Andrew was looking for financial guidance he could trust. With growing complexity around his future plans, he turned to Progeny for clear, joined‑up advice that brings everything together.
Read his story below.
“My name is Andrew. I am still working, although I am now getting close to retirement and semi-retirement. I have had a financial adviser for about 15 to 20 years, but as I approached some important points in my life, particularly selling the business I had run for many years, I realised I needed better financial advice.
I spoke to a number of people, and John Francis’s name came up repeatedly. I was impressed. Progeny completed a review of my financial position, showing what I had, what I didn’t have and what needed attention. I was very impressed with how John spoke and with the range of services available. We discussed trusts, wills, tax returns and the option for regular check-ins. I do not need constant check-ins, but I like knowing I can message John and get a very quick response every time.
I appreciated the professionalism, as well as the tools they use to demonstrate my financial situation clearly. Seeing my numbers presented in a way that helps me understand what I can spend for the rest of my life is very reassuring. I am good at my profession, but I am not a finance expert, and I felt that John and the team offered exactly the approach I needed. They were personable, easy to talk to and communicated in language I understood, which really attracted me to working with Progeny.
I completely trust Progeny and John with my finances. I do not monitor my investments frequently. I usually have an annual review and might look at things only once or twice a year. I simply update John on my situation, including income and outgoings, and he manages the rest. I needed someone I could trust to make the right decisions for me and to explain things in a way I can understand. I am not a financial expert and do not want or need to be one. I gained that sense of trust from John early on, and it has remained.
My money has grown, which is always nice to see, and the simplicity of the service makes a huge difference. I dislike tasks like completing tax returns, but Progeny handles them for me. They have also helped with my will and trusts, offering great advice on the best approach. Normally I would have needed to deal with separate professionals for all these things, but having everything under one roof makes my life far easier. It is all joined up, and I have one point of contact.
This allows me to focus on my job and my life, rather than worrying about my finances. Everything just works in the background. Some friends who use Progeny check their accounts daily, but I do not feel the need. The online model shows exactly what your finances were yesterday and today, and what has changed, but I prefer to look less often. The simplicity takes away a lot of pressure.
If I ever have a question, I can call or message, and John always responds quickly. The service gives me confidence that my money is being well managed, and everything is made easy for me.”
Please note
This article is distributed for educational purposes only and should not be considered financial advice. The opinions stated in this document do not necessarily represent the view of Progeny and should not be relied upon to make a financial decision. The information provided is of a generic nature, which is not specific to your personal circumstances and should not be taken as advice or recommendation. Individuals must not rely on this information to make any financial or investment decision. Before making any decision, we recommend you consult your financial planner to consider your particular investment objectives, financial situation, and individual needs.
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