Fiona Olmedo

Fiona has given me help and advice on my retirement planning involving Super and Government obligations. Both my wife and I, after the meeting, made the decision to switch our Super from our existing financial planner to Fiona. During this process, I felt very comfortable with her assistant whom I found to be very knowledgeable. During this set up time and having to deal with the Covid protocol, they were allways available when needed. I am very happy with the decision we made.

Fiona is highly professional in all her exchanges with me. She listens and responds with care. She tempers her knowledge to my level, this helps as too much information can be confusing. She has great sense of humour which is great as it can help to make our encounters more friendly.

Fiona was great at explaining our SMSF structure and insurance requirements. She always responded to our emails and was willing to visit us whenever possible. A pleasure to deal with.

Fiona has been diligent & efficient in providing her help, especially in our recent Loans Review and also advice on our insurance policies & Budget. We liked how she paid attention to details in all her work and she has consistently kept us up to date with all our financial planning proceedings with her & her team. We hope to continue to work with Fiona.