We sought Michelle’s services approx 10 years ago to help us achieve our goal of an early retirement. Michelle has gone above and beyond, she is welcoming, friendly, professional and took the time to get to know us personally.
Michelle works with integrity and provides us sound financial advice and guidance, she is committed, passionate and prides herself on building long-term quality relationships with her clients.
With Michelle’s professional advice we are excited to have achieved our financial goal of retiring aged 56 and our dream of travelling Australia as Grey nomads.
We look forward to continuing our relationship with Michelle to ensure we maintain our financial security throughout retirement.
We can’t thank Michelle enough and have no hesitation in recommending her.
Kerry & Dwayne Crofts
Michelle has been my Financial Adviser for as long as I can remember and as I have found, although anyone can be a Financial Adviser, it takes a very special person to gain the level of trust that I have in Michelle and the financial advice she provides me.
She has been very quick to response, proactive in her advice and remained calm and positive throughout the many “tragedies” in my life. As a 60+ divorced woman with a mortgage and no desire to work forever, I need to have faith in my future financial situation. As an Accountant, I need to see and understand the details. Michelle gives me all of that and more. It is why I highly recommend Michelle to family and friends because I know I am in good hands financially.
Michelle has been helping Donna and I navigate my early retirement for the past seven years. Her advice has always been clear and easy for us to understand because she took the time to get to know us as people not just clients.
The financial results have exceeded our expectations but even more importantly the peace of mind we enjoy having Michelle working for us can’t be overstated.
Steve Childs & Donna Bright
Our dreams and aspirations can be realised thanks, in large part, to the financial advice Michelle has provided over many years. With Michelle’s advice in regard to salary sacrificing, insurances, and ability to invest in top performing funds, I am now looking at a financial future I could never have imagined was possible for myself.
Mike & Vanessa Olsen