Trip to financial planner wins Tamworth customers $5000

A Tamworth (Kootingal) couple has been rewarded in two ways for taking the time to better manage their money after winning a $5,000 competition with the Greater Building Society.

Andrew and Lyn Eccleston automatically went into the draw for the prize after they had an appointment with The Greater’s financial planning partner, Bridges, at the recommendation of Tamworth branch staff.

New Tamworth branch manager Mitchell Balderston presented the Eccleston’s with a $5,000 Term Investment account on June 3.

Mrs Eccleston said she was in tears when initially told about the win. She said the win was a boost to the spirits. She had undergone shoulder surgery and Andrew had been made redundant from his job.

Mr Eccleston said it was the couple’s first time to see a financial planner. He said the appointment to the financial planner had turned out to be a double win. As well as winning $5,000 the planner had already saved them some money by sorting out their Super and giving them some other tips to further reduce their mortgage.

“Like many people we live week to week so it was good to stop and sit down with an expert who will listen and then provide some good tips,” Mr Eccleston said.

“And to win $5,000 for going was fantastic; all I have won before this is a meat raffle,” he said.

Mr Balderston said it was fantastic that two Tamworth branch customers had won the competition. The branch staff know the Ecclestons well after they switched to The Greater more than six years ago.

He said it was important for people to take a small amount of time to get expert help to plan for their future. Greater Building Society customers are able to have an initial, obligation free appointment with a Bridges Financial Planner.

“Whatever your age, a financial planner can really help you to achieve your financial goals and help you to do greater things with their hard earned money,” Mr Balderston said.

The Ecclestons have been married for 32 years and lived in Kootingal for 25 years.

The competition was open to people across The Greater’s area of operations in regional NSW, Sydney and the Gold Coast. Three of the Greater Building Society’s 64 branches are in the New England – Tamworth, Gunnedah and Armidale.