Phil Robinson
Retirement feels very different when you know your money is working as hard as you did.
My name’s Phil Robinson, and I’ve been a client of O’Sullivan Financial Planning for around six or seven years, and Conor has been handling and dealing with our account over that period.
So, my wife and I were both approaching retirement age and beginning to think about, you know, what the future held. And it was just an opportune time to bring someone in who had a much wider background in financial planning to help us navigate through that process, really.
We chose Conor primarily because he was very personable. There was no particular kind of hard sell. So it was much more about us as people and what we wanted, and it was obviously what he could provide in terms of services, but we just felt comfortable with him as an individual as much as anything.
Appointing Conor helped us to establish a sensible risk model for both of us as part of the process and find a middle ground in terms of taking enough risk, but not too much risk that your capital is potentially at risk as such.
Working with Conor and O’Sullivan Financial Planning has helped us take some reassurance that everything’s in good hands, that, you know, our money is safe, and it will provide us with a retirement that we want.
The best thing about working with Conor is the future outlook. Clearly, the world is an uncertain place, and it’s just providing reassurance that behind the scenes your money is being handled carefully with care and consideration, and that gives you confidence for the future.
We do feel more reassured around our financial future having worked with Conor over a number of years. The experience has been that the returns we’ve got, and like a lot of people, I guess we’ve got a mix of fixed income and funds, and so pulling all that together and giving us reassurance that what the future might look like has been one of the best parts of appointing a financial adviser, to be honest.
Conor provided insight into stability and risk, and being sensible with that risk, but also living your life and enjoying the money and not worrying about it.
I’d recommend Conor and O’Sullivan Financial Planning. They’ve just provided us certainty and reassurance over our financial planning and how we can live our lives in retirement.