Janice, 65+ years, Natimuk, VIC
“Ashley was very conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother’s position was the right fit for her now.”
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Yu, 46 – 55 years, Clear Island Waters, QLD
“Olivia has always been very responsive, professional and pleasant to deal with, giving me great advice re my income protection and financial situation. I am always grateful for her work…
Leanne, 56 – 65 years, Ringwood East, VIC
“Olivia is very personable and very easy to talk to and, like all the staff, is very happy to drop things to have a chat and answer any questions and/or…
Stuart, under 35 years, Dimboola, VIC
“Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made…
Sarah, 35 – 45 years, Horsham, VIC
“Olivia has given our family advice on such a wide range of areas – shares, superannuation, investment, various insurances and overall financial planning – she is efficient, understanding, thorough and…
M & L Woodward
Robert was recommended to us by our accountants when we were seeking a financial adviser. We have been entirely satisfied with the advice and planning he has done for us,…
Carol, 65+ years, Horsham, VIC
“Olivia has given my husband and I advise in relation to a super fund that will shortly cease and the different options available to us for the money accrued. She…