“We really feel as though everything is totally under control because Lisa has kept us fully informed and updated in person, over the phone and by newsletter, and she liaises with Centrelink
on our behalf which is a big relief!

“I have never been good at financial matters, but with Lisa as my financial adviser, over many years, I receive the best professional advice and support one could possibly have.”

“Lisa has been my adviser for around a decade and during this time I have always found her commitment to providing excellent service and quality advice exceptional.”

“I can recommend Lisa as a person that can provide sound professional help for your financial
requirements at an affordable cost.”

“We know that we can rely on you for good advice based on full information and that your advice will be highly specific to our needs. No one else has given us such good service. Thanks so much for all that you do, we really do appreciate it.”

“I had a personal referral 10 years ago. Lisa understood where I was in life and listened to my ongoing wishes. Lisa was able to deal very quickly with Australian and overseas pensions. Any government changes which affect us, Lisa emails and explains any implications.”

“Lisa has been our financial planner for the past ten years. We have found her to be professional in all matters with the ability to explain how the markets work. She is always available to answer any questions we may have. We are glad we engaged Lisa to manage our financial affairs.”

“Lisa has been our financial advisor for the last twelve years. During this time she has successfully managed and is currently managing a number of financial matters on our behalf. ”

“I am grateful when I need financial advice I can call Lisa. If I have a question, Lisa has an answer. To have confidence in the advice given allows me peace of mind. Lisa’s professionalism is to be recommended. Thank you Lisa.”

“We will not hesitate to refer you to anyone we come across, who might be in need of your services as you are a fully professional and reputable Financial Advisor.”

Kindest Regards,

“Thanks for taking care of my finances, I could never manage with
all the changes that are constantly taking place.”

“We have been (and are) indebted to you for your guidance, advice and helpful assistance
over the past eight years.”

“After 10 years I am still more than grateful and appreciative of all your advice, care and assistance.”

“It was a pleasure to recommend you as we were very happy with your advice.”