“Olivia has given me advice in areas including, self-managed super funds, on tax effective investments outside of super and reviewed my existing life insurance cover to see if it was cost effective and still suited my needs. Olivia was able to explain things to me in a clear way. Through Olivia’s knowledge and experience, I feel very confident that the advice given was right for my needs.
I found Ashley to be an effective communicator and very understanding of my needs.
“Found Ashley very knowledgeable and informative with the information he was able convey to my wife and I. He was able to help us planning for the future and put us at ease.”
“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He demonstrates a broad range of skills and understandings across many areas and was most helpful to me with sorting out my aged care/taxation problems.”
“Everyone has a relationship with money. That is what underpins how easily we can talk about it, how happily we are to invest and our overall financial health. Olivia understands that. She is compassionate, thorough, patient and most of all a genuinely caring person. It is clear from the initial conversation that Olivia has a genuine interest in helping her clients to make the most of their financial situation. Olivia not only provided advice on superannuation, investments, insurances and property – but she also spent time to gather information to further explain her suggestions to us. I have already recommended Olivia to friends, family and clients of my own business – that is how much faith I have in her ability to support myself and my family into the future.”
We have always found Rob to be helpful and courteous, no question is too small or difficult. Always up to date with strategies and advice. The weekly updates and alerts are informative and timely, and we appreciate the personal advice and insight he and his team provide.
“I met with Rachael because I am concerned about how my financial future is looking and that I have very little to play with. Rachael was super supportive and provided advice on options that are available to me to improve my position now (mortgage) and in retirement. I feel much more in control and capable of making changes.”