Bob volunteered to join me in the courts for my divorce hearing. Had he not joined me on the day, my ex-husband and his team of 3 would have had me sign a deal that would not have been in my best interest. Having Bob there on the day saw that proposal be received by my lawyer 3x throughout the day, and Bob rejected the proposal each time. We accepted the offer that Bob put together for me in the end.
Global Diversified Investments are three words that meant going from 110 a month to 5000 a month.
INVESTMENTS - PROPERTY
We had invested in a property and we were now seeking counsel on how to course correct that investment. 2.5hours into a conversation with Bob and we could see the math was proving our investment was costing us each month. Selling the property was actually the most sound financial decision for us. We resisted the idea as we felt property was such a sound investment - but with Bob's support, we could see the light at the end of the tunnel.
LEAVING A JOB - PAY OUT
I was leaving my job and had a package to resolve. I was referred to Bob. Bob got me 37% more severance - and a new client to boot.
My husband passed away - and Bob stepped in to facilitate wills, healthcare, and inheritance - and consolidated 4 pensions into one far more profitable single pension for me and my family.
PROFITABILITY IN YOUR BUSINESS
I had no idea that the degree of worry I had about my finances was directly proportional to the friction taking place in my business. Bob's Wealth By Design programme saw me lay a clear and solid foundation for my wealth vision that gave me back my focus, clarity and ability to be fully present with my business, clients and growth efforts.