David & Jan, Baby Boomers
“As clients since 2015, Gerard has impressed us with his willingness to fully understand our financial requirements and personal needs, he listens intently, evaluates those needs and provides concise plans, and clear direction. A particular area of concern for us was “will we have enough regular income to retire?”, Gerard assisted us to define our cash flow and managed the draw-down of our pension so that it would continue to grow and not be depleted earlier than required.”