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Testimonials - Continued

SEMINARS

I would like to thank you for your interesting and informative talk you gave at our last meeting. The feedback has been excellent and lots of people came and said how well you knew your subject. We also learnt about places that were unfamiliar to us.
Thanks again for your time and expertise.
Elaine Kininmonth, Guest Speaker Coordinator

I have often arranged for Jill Weeks from Lifestyle Matters to present to my clients.

Jill is able to use her engaging style and personal anecdotes to make many of her points come to life. Her style contains the right blend of humour and information for the retiree age group.

Clients always find the retirement and lifestyle topics uplifting and full of positive possibilities. They leave feeling excited about the opportunities available in retirement and this provides the right blend of financial and non financial content for our sessions. It also shows that we are trying to be different.

I would encourage other professional advice businesses to see how Jill can assist them in providing the right mix for their presentations. There is the added benefit that you will be seen by your clients as truly trying to help plan their overall retirement not just their financial affairs.

Brendan Shannan
Partner
Johnson Partners Pty Ltd
Richmond Vic

I was aware of Owen’s work dealing with small business and his very popular book Retire Bizzi. It was therefore only natural that Jill and Owen should be approached to facilitate the workshop.

The occasion was highly successful. Jill and Owen provided constructive and pertinent advice

The workshop was quite thorough with Jill and Owen immediately gaining full attention as they delivered their information. It was timely, well planned, sequential, practical and illustrated with examples. Combined, these features gave us an excellent workshop which justified my decision to conduct such a workshop.

There have been requests to have another workshop for those unable to attend the first one. I have no hesitation in recommending Jill and Owen to conduct such workshops.

Leo Billington
Senior Economic Development Officer
Latrobe City Council

'Every year, the team at SPP run an event for our clients to encourage them to think about some of the non-financial aspects of retirement planning. This year we asked Jill to present a session on ‘Pursuing Your Passions’ and the feedback from our clients was overwhelmingly positive. What was an added bonus was that we also decided to run the same presentation for the public and managed to attract over 200 potential prospects to our business. I would recommend Jill to any firm wanting to promote the importance of lifestyle considerations in retirement in a relaxed and entertaining format’.

Nick Brinkworth CFP
General Manager
Strategic Planning Partners Pty Ltd
Retirement Planning Specialists
Gold Coast

‘We thank you for attending and speaking at our luncheon. We are sure you will agree that the members found your talk entertaining by the amount of discussion that followed.’
Camberwell Business Club

‘Thank you for your presentation. It certainly provided a lot of food for thought’
Les Price

‘We received some very positive feedback from our clients and our staff also appreciated the message in your topics’.
Tanya McVicker
National Australia Bank
Private Client Division

'Jill's presentation was first rate - well researched and put together. A
good gauge of the audience response was that at the end of the night,
everyone stayed back to talk with Jill and find out more about her books,
her travels, and the many retirement success stories she has documented'.
Paul Benson
Financial Wisdom

'Recently our firm Financial Index Australia engaged the services of Owen and
Jill Weeks to speak at our client briefings around the country.
I can thoroughly recommend Owen and Jill’s services to anybody in or out of the financial services industry, wishing to engage the skills of Owen and Jill to
cover the above lifestyle issues'.
Philip Hart
Director
Financial Index Australia

'Clients were indeed impressed with the thorough research that both Jill and husband Owen had put into this subject and the extent of variables that we all need to consider in choosing a suitable retirement “plot”.
Jill has a relaxed, professional presentation style, which was appealing to our mature audience'.
Rob Davy CFP

'Owen and Jill,
Thanks for a great presentation yesterday - the client feedback was terrific. On behalf of the team at EPAC Financial Services (and our satisfied clients), we would like to once again thank you both for the educational, enlightening, entertaining and thought provoking “lifestyle” presentations'.
Barry Edge
EPAC Financial Services

'Please accept my personal thanks for speaking at the 7th National Conference of Church Superannuation Funds at the Park Hyatt last week.
Your presentation on where to retire and retiring bizzi was superbly delivered and was very well received by the audience'.
Joe Farrugia Secretary, Catholic Superannuation Fund

Please thank Owen for his presentation. We have received great feedback
Michelle, RACV Club

Your session rated very highly on the feedback sessions and clients were very interested.
Geoff B, Financial Index

The talk was extremely well prepared, and you were meticulous in
checking out the likely audience, venue etc to ensure the talk was most
applicable.Your presentation was professional but friendly and the
audience were very appreciative.
Shirley G, Boroondara Libraries

We appreciated your time in addressing our weekly luncheon.
Bill Rogers
President, Melbourne Legacy

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