“Just a small note to say thank you for all your help and advice over the last 18 months.
I am so grateful for your suggestion to take early retirement in 2014 when I was struggling with health issues.
With your years of experience and knowledge you were able to give me the best financial outcome.
I am now able to reap the benefits of your hard work and dedication, and now at pension age and thanks to you I am able to receive the full pension.
I look forward to remaining your client over many years.”
– Heather H
“We can’t thank you enough. We’re attacking our other loans effectively I think and our life has changed dramatically. Still getting used to having money at the end of the bills!! The offset loan was a bit to get used to at first but we’ve grown accustomed to it now.
Thank you for everything you did to change our life:)”
– Kirra and Mat R
“Excellent personal advice on your needs for the future. Easy to talk to and would recommend them to any of my friends.”
– Ian D
“Susan’s professional guidance & patience was of tremendous assistance for a complete finance/mortgage novice going through the huge process of achieving my goal of owning my first home! Susan’s invaluable hand holding of me through this momentous process was absolutely fabulous and very much appreciated beyond words!!”