Helen & Paul Carter

Four years ago, my intellectually disabled sister was the beneficiary of a family member’s estate. The future for my sister felt uncertain, in terms of her health and unpredictable changes to government policies which might affect her. The potential for this bequest to support an uncertain future loomed large, and we were encouraged to seek investment advice.

We approached Justine and her team at Back2Back, looking for objective advice. Our first contact was handled with discrete professionalism, and we quickly developed an ongoing rapport.

An investment portfolio was prepared by Justine and her team, which was tailored specifically to my sister’s unique needs, and all care was taken to allow maximum flexibility with respect to access. Expert advice was given with regard to risk analysis and to relevant changes in government policy.  In the ensuing years, we have received unfaltering guidance from the management team at Back2Back, and we have watched my sister’s investment portfolio grow – well beyond our expectations.

The support provided by Back to Back has changed the way we care for my disabled sister. We can now focus on her daily needs, while her investment grows quietly into a safety net for her future.

I’d like to thank Justine and her team for the care and expertise they have employed on my sister’s behalf.

Want to have a chat?

Book your initial meeting with us to understand how we can help you achieve your goals. The first meeting is obligation free and Back to Back bears the cost.