“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! All of this gives us confidence and comfort about our future and real peace of mind. We would not hesitate to recommend any person who is looking to plan their retirement to contact Lisa Gavranich. Lisa’s professional approach, knowledge and financial planning expertise has been second to none. Thank you for all your help and advice over the last 12 years. You have put our minds at rest and we are both extremely happy with the high level of service we receive. ”
“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 manages my finances to ensure I receive and gain the full benefits. Lisa keeps me informed regularly and is approachable without hesitation. I have recommended family, colleagues and friends to Lisa. Thank you Lisa for making my retirement plans successful and the peace of mind you bring to my future.”
“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. Lisa is very proactive in keeping clients up to date with the latest changes in the economy that may impact their situation. She is extremely well versed with the Centrelink system which takes a huge burden off my shoulders as she interacts with them on my behalf. The structure of the fees charged makes it a win-win situation for both parties. Thank you Lisa for your ongoing valued guidance – so glad I found you!”
“Planning for financial security in retirement is difficult, and can be costly if something that seems insignificant is overlooked, and for that reason I sought the professional help from Lisa at Cherry Tree Financial Planning. She was able to quickly amalgamate my various superannuation investments, offer valuable advice on winding up a business, and establish income streams for me. I can recommend Lisa as a person that can provide sound professional help for your financial requirements at an affordable cost.”
“We have used a number of financial planners over more than thirty years and no one has had the legislative provisions – from superannuation to Centrelink – at their fingertips as you do. 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. I know she is easily contacted for any advice. I am very confident in recommending Lisa to anyone.
“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. Cherry Tree Financial Planning has fulfilled all our expectations and we would be happy to recommend their expertise to any other individual or entity.”
“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.
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.”
232 South Terrace Fremantle WA 6160