Looking back to when we first engaged Trio Group, things were pretty grim. We were swimming in credit card debt, we had unnecessary personal loans, no life insurance and our mortgage payments were being swallowed up by interest with little progress being made in tackling this debt. We were seeking to improve our financial situation and obtain advice on how to manage our mortgage more effectively.
Beverley with her vast knowledge and experience of the banking and insurance industry, coupled with a no-nonsense approach, put together a plan to achieving tangible progress in paying off our debt. By showing us that there are smarter ways to address our debt by restructuring the way we paid our mortgage and managing our budget more efficiently, Beverley's advice and professionalism has put us in a position where we never dreamed we would be.
Our credit card debt is now a thing of the past, we are able to track our mortgage payments bringing the balance down nicely, we now have a rental property, we have recently purchased a new family home and we still had movement in our budget to treat ourselves to a holiday away!
Beverley is always professional and friendly and we have been grateful for the times where she provides us with a reality check to help us stay focussed on our goals. Beverley has also given us a custom-made life insurance package that takes our specific situation into account and realistically covers us for the unthinkable. We are hugely grateful for the services and advice that Beverley at Trio Group has given us and would recommend their services to anyone who wants to be set on a clear and visible path to financial security and well being.