Matt

Hi, my name is Matt Bray and I’ve been a client of Proposito for over six years. Huw Jones is my advisor and was recommended to me.

I got in touch with Proposito as I came to a point in my life where I was looking towards my exit. Looking at retirement and what funds I had, I realised my finances were in a bit of a mess. I couldn’t control everything that was coming in and going out so I really wanted to stabilise that, in line with when I wanted to retire, when was it possible to retire, and if what I wanted to do was achievable.

After making a number of enquiries through friends, peers, and professional colleagues, Huw was brought to me through Proposito, and by far stood out as what I wanted from a financial planner. Which was not just “let’s take care of your money”, but let’s take care of your money, and help you understand where you need to go tomorrow, both for you and your family, in order to achieve what you want to.

Working with Proposito makes me feel confident and comfortable that my future is being looked after and managed in a professional and friendly way.

I don’t just treat Proposito as a financial planner – it’s a real go-to organisation for everything financially that’s going on in my life.

Working with Proposito has made me feel a lot more confident about my financial future. Quite simply, I’ve gone from a place of “as is”, which was money going out and coming in all over the place. Now I’m at a place of “to be”, which is this kind of understanding of what my financial makeup is. And also, what it is that I need to aim towards. So, it’s given me goals to go and achieve, and milestones to accomplish towards the goals that they have helped me set out, which is so important for my own sanity, as well as my financial security.

Working with Proposito makes me feel safe and secure; they’re a rock. They’re looking after one of my most precious assets, which is my finances.

The best thing about working with Proposito is their friendliness. I can pick up the phone and talk to them as human beings. I don’t want to talk to a customer service representative that’s sitting in another country or talk to a computer. I want to talk to a person.

The best piece of advice that Proposito has given me was probably during my review call that I had a couple of days ago with Huw. That was, first things first, deal with the here and now and everything that you’re faced with, then once you get that sorted, plan for the future. They’re not interested in trying to drive accumulated wealth in a single part that might drive revenue for Proposito. It’s more about getting rid of those upfront costs and challenges that you have. Get comfortable with them, and then focus on laying up the future financially.

Would I recommend Proposito? Absolutely! Why? Because they listen, they’re here for you and they want to understand you as a person, not just as a number on a spreadsheet.