Rachel

Hi, I’m Rachel, this is my husband Kim, and we’ve been working with Polaris for about three years. We deal with Greg at Polaris.

Initially, we got in touch with Polaris because we were approaching a point where I wanted to retire. It’s maybe not the typical retirement age, but I was thinking about retiring, so we wanted to speak to Polaris about where we were and whether or not it was possible, if we were on the right track, and to try and make some decisions about the next few years.

Kim

The problems that we were worried about were normal things, like how much money do we need to retire? How long are we going to keep going before we can do that? If our circumstances change, then will we have enough flexibility with our incomes to be able to change and go in the right direction? Certainly, with the challenges and as things moved on, getting Greg on board was the right thing to do.

Rachel

We have a friend, and he’s very similar to me in terms of his view of risk and finances. So, I was talking to him when we were looking for a financial adviser, and he recommended Greg.

Kim

We chose Greg and Polaris because he’s very approachable, easy to speak to, and he lives in the real world. He tells you as it is, good or bad, and what he says he’s going to do, he does! Which is quite good in this modern world.

Rachel

The original conversation that we had with Greg was regarding early retirement, but not long into that conversation, I parted company with work. Greg really navigated the way for me through that life-changing event, kept me calm and grounded, and provided me with advice that was above and beyond what we’d originally contacted him for.

Kim

Working with Greg is easy; he’s approachable, and he gives us some really good advice. He doesn’t do it in a pushy way or anything like that; it’s purely our way. He allows us to go and think about it before we act. So, he makes it really easy and quite pleasurable to spend three hours waffling on with him.

Rachel

I feel that I have a very clear picture of where we are, where we’re hoping to get to, and what we need to do to get from here to there.

Kim

Our financial future after working with Greg is clearer and more organised; we certainly know a way forward, we certainly have a better exit plan, and we know the timescale of when that can be executed. So yeah, a brighter horizon.

Rachel

The best three words that I could use to describe Greg are empathetic, structured, and understanding.

I think the best thing about working with Polaris is having that clarity that we just didn’t have before. That would be the single word that I’d use to describe it; we’re just clear about where we are and where we’re going.

Kim

The best piece of advice that Greg has given us is probably that the future is brighter and not to panic. He reassures us that everything’s in place that can be and we’re always looking to improve what we’ve got at the moment.

Rachel

I would absolutely recommend Greg and Polaris, and I have already done so. To any friend who asks me, I will tell them that the reason is because he’s provided such excellent information and advice in a very realistic and friendly manner.