What People Say After Working With Us

Challenge

A client arrived with roughly eight years of correspondence from three pension providers, all in the same carrier bag. He knew vaguely what was in there but had no way to find a specific document when needed. A phone call from one of his pension administrators had prompted him to look for a letter he could not locate.

What We Did

We spread everything out, grouped by sender, and then sorted chronologically within each group. Duplicate annual statements were identified and a single copy retained. Three folders were labelled with sender names and date ranges. A two-page index was printed, listing each folder's contents in order.

Outcome

The client found the letter he needed within the first twenty minutes. By the end of the session he had three organised folders and an index. He returned six weeks later with more recent documents to add — the system had held up and he had been maintaining it himself in the interim.

"I should have done this years ago. Probably would have, if I'd known it was this straightforward."

Challenge

A client needed to call her superannuation fund to discuss a change in her nominated beneficiary. She had received a statement she didn't understand and was anxious that she might agree to something without knowing what it meant. She wanted to feel more grounded before the call.

What We Did

The workshop covered the general layout of a superannuation annual statement — what the balance sections show, what the contribution breakdown typically means, and what the nomination of beneficiary section is for. Praewpan worked through the glossary with her and noted which terms on her particular statement corresponded to which definitions.

Outcome

She made the call the following week and reported back that she felt comfortable throughout. She knew when to ask for clarification and when she already understood the answer. The glossary sheet sat on her desk during the call. She later booked a Sorting Session to organise the rest of her records.

"It wasn't financial advice — they were very clear about that — but knowing the vocabulary made all the difference."

Challenge

A couple — one British, one a New Zealand citizen — had pension entitlements from four separate sources across two countries. They were approaching a move and wanted everything documented and clearly signposted before they did anything else. Neither had looked properly at the paperwork in several years.

What We Did

The Guided Programme was delivered across four appointments over three weeks. Sorting and labelling was done first. Then a joint workshop covering both the UK DWP statement layout and the New Zealand superannuation format. A combined personal checklist was built, and a signposting list prepared covering DWP, Work and Income NZ, and each pension administrator's contact procedures.

Outcome

They left with four organised folders, a glossary covering both statement formats, a joint checklist of all active and deferred entitlements, and a printed signposting list with the correct contact route for each. They reported the move had proceeded much more smoothly as a result of having everything in order beforehand.

"We'd been dreading this. Turned out to be the least stressful part of the entire move."