Case Studies
From Overwhelmed to On Track
Hear how we’ve helped clients kick financial stress to the curb and take charge of their money.
My Journey to Financial Confidence: A Case Study
When I first started thinking seriously about retirement, I was overwhelmed by all the options and unsure where to begin. Working with a financial adviser changed everything for me. I was amazed to see how much of a difference small changes could make to my long-term financial outlook. The advice I received has given me confidence in my financial decisions and a clear path forward.
Aimee’s approach included teaching me about various financial products and strategies. We discussed the pros and cons of different KiwiSaver providers, how compound interest works, and how to balance mortgage payments with ongoing investments.
What I appreciated most was gaining the knowledge I needed to understand my finances better. When I understood the reasons behind the financial recommendations, I felt better equipped to make informed decisions and stick to my plan. This education-focused approach has made all the difference in my retirement planning journey.
Aimee is great to work with and I am now excited that I am on track for my retirement.
Jo
25 Years old
Executive Assistant
Auckland
- OUR ADVISER MEMBER
“Without a doubt, Aimee stands out as one of the best in her field.”
Sam
25 Years Old
Corrections Officer
Christchurch
- OUR ADVISER MEMBER
My Energy-Efficient Home Journey: Improving Health and Saving Money
When I first thought about making my home more energy efficient, I was mainly concerned about my family’s health. Our home was often cold and damp during winter, which was affecting our wellbeing with more frequent colds and respiratory issues. That changed when I met with Aimee Trott, a Financial Adviser at Our Adviser. She helped me understand that creating a healthier home environment could be affordable with the right financial approach.
Aimee created a financing solution that perfectly suited my situation. I was thrilled when she secured a loan with just 1% interest over 5 years! This made upgrading my home immediately more achievable. What I appreciate most is how Aimee took the time to understand both my financial situation and my health concerns. She didn’t just offer a standard solution but created something tailored specifically for my needs.
Now that my home improvements are complete, I’ve noticed a dramatic difference. The house stays warmer and drier, we’re using less energy for heating, and my family has been noticeably healthier. The respiratory problems we used to experience in winter have significantly decreased.
If you’re considering making your home healthier and more energy efficient but worried about the costs, I’d definitely recommend talking to a financial adviser who can think creatively about funding options. It made all the difference for my family’s health and comfort.
Lily
48 Years Old
Project Manager
Wellington
- OUR ADVISER MEMBER
"We pay less in mortgage now, than we do in rent!"
Eric and Cindy
36 years old
Aluminium Joiner
Christchurch
- OUR ADVISER MEMBER
