A Customer Journey – Sky M.

At Campbell Green, we pride ourselves on finding financial solutions for a diverse range of clients. From older Australians on the brink of retirement, investors managing portfolios and ordinary young women, like Sky, looking for financial direction, after a change in her personal circumstances.

In 2017, Sky was thrown reluctantly into the world of finance following a divorce.

“For a long time, my husband took care of all the finances. Then, we divorced. All of a sudden I was left with the responsibility of taking care of everything.” Sky said.

Sky came to Campbell Green seeking advice on how to navigate her way through unchartered financial waters.

“I had no interest at all in finances. But, the team at Campbell Green managed to explain things in a way that resonated with me and helped set me up for a strong financial future.”

“Campbell Green have set up my investments so not all my eggs are in one basket. My portfolio looks great and it ranges from Australian and international shares to property trusts, to fixed interest investments.”

“The results have been fantastic. I have literally watched my money grow.”

“My investments have enabled me to change careers, work part time and undertake study.”

Sky says that her decision to choose Campbell Green as her Financial Advisers was based predominantly on our simple, straight forward advice and use of easy to understand, clear language.

“I am only 37 and I didn’t know if financial planning was for me. Before this experience, I thought financial advice was for older people, setting up for retirement. Campbell Green proved me wrong – they gave me good, relevant advice tailored to my personal needs.”

At Campbell Green, we’re committed to providing honest, sound and straightforward advice, that fits with your financial goals. We can help you on your journey and plot a course for you that empowers you financially.

Contact us on 1300 134 085 – let us help find better financial solutions for you.