Surge & Kavita

"The service that we were expecting is amazing, probably above and beyond. The constant check-ins were really good, because you always have Northeast at the back your mind, or at the forefront of your mind- really in everything that we were doing."
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"I think one of the first questions our advisor asked us, "Okay, you've got a child, you've got a mortgage, you've got a car, you want holidays, you've got all these expenses, then they go to high school. Those expenses are going to be there whilst they go to high school, where are you going to come up with all these extra money from?" We looked at him like, "I have no idea," but, now we do. It's just about that planning and structure that helped us to see it a bit more clearer."But you can still enjoy your lifestyle though?‍
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