Arron transitioned from corporate life to owning his own business with the help of Discover Financial Planning. Overcoming financial uncertainty, he embraced the freedom of entrepreneurship, backed by expert guidance and unwavering support. Read Arron's inspiring journey of achieving financial stability and pursuing his dreams.

About

Arron’s journey from corporate life to entrepreneurship highlights his determination and resilience. With Discover’s support, he overcame financial uncertainty, secured his future, and embraced the freedom of running his own business, showcasing the transformative power of expert financial guidance.

How We Helped

We provided Aaron with personalised financial strategies, managing his investments and superannuation. Our expert guidance enabled him to smoothly transition from a demanding corporate job to entrepreneurship, ensuring consistent, stable returns and a secure financial foundation for his new business venture.

Results

Arron successfully transitioned to entrepreneurship with financial stability, achieving consistent, stable returns. He now enjoys the freedom to run his own business confidently, free from financial hardship, thanks to the solid foundation and expert guidance provided by Discover Wealth.

Aaron's journey began while he was living in China. With a baby on the way and a property back in Australia, he and his wife were in dire need of financial guidance. 

“We just felt that we needed someone who could give us some proper guidance on what we would do from a financial planning perspective."

The complexities of managing finances from overseas were daunting, and they knew they needed expert advice.

A referral from a family member led Arron to Discover. From their first interaction, it was clear that they were in capable hands. 

“We just got the feeling that these guys can help us". 

Trust and competence were crucial in their decision-making process, and Discover quickly established both. 

“There's most services that you engage, you're there to trust them. So you need to make sure that you're comfortable in doing that."

The initial steps were challenging, as Aaron had to juggle his demanding corporate job while setting up financial strategies. But with Discover's help, they navigated these complexities smoothly. 

“He manages that and the team manages that for us," Arron says about Discover's role in handling their investments and superannuation. The consistent, stable returns they provided were crucial in building a secure financial future.

The real test of their financial planning came when Arron decided to leave his corporate job to start his own business. 

“You can't do that if you're not set up in a way that enables you to continue living your life without hardship.” 

This leap of faith was made possible by the solid financial foundation laid by Discover. Their guidance allowed Aaron to pursue his entrepreneurial dreams without fear of financial instability.

Leaving the corporate world behind, Aaron found immense satisfaction in running his own business. 

“There is nothing quite like, in my mind, nothing quite like freedom of being able to set your own schedule and work towards building something that's yours." 

The transition was challenging, but the sense of freedom and control over his own destiny was incredibly rewarding.

Throughout his journey, Arron found more than just a financial planner in Discover. Matt and Manela, key figures at Discover, went above and beyond in their support. “Matt was very quick to offer his support and encouragement," Aaron says. This personal connection and mentorship were invaluable, providing Aaron with not just financial advice but also business insights and moral support.

Arron's experience with Discover has been so positive that he now actively recommends them to others. 

“I would say do it and not only do I say do it, but I have said do it to people and put them in contact with Matt." 

The comprehensive advice and personalised service he received made a significant difference in his financial journey.

Arron’s story is a testament to the power of expert financial guidance and the freedom it can provide. His journey from corporate employee to confident business owner showcases the transformative impact of making informed financial decisions. As Arron aptly summarises, 

“Matt and Manela and the team at Discover have provided us with a significant amount of help over a long period of time. We love dealing with them and you should too."

Whether you're contemplating a major career change or simply looking to secure your financial future, Aaron's journey highlights the importance of having a trusted advisor by your side. Discover has not only helped Aaron achieve his dreams but also ensured that he could do so with confidence and security.

Name 

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Name

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English.