Serhan MacKey

Serhan was the best thing to happen to me this year!! Due to lots of major family illnesses in the last decade, I've put off seeing a financial planner until now. And with 10-12 years to retirement, I was worried that I had left it too late to get advice. It's been of those things to throw in the 'too hard' basket as just trying to choose a reputable financial adviser was tiring to think about. Like many people, I had heard stories of scams or that services cost $15K or more just to create a plan. I picked Serhan off some online recommendations, including a thread on Reddit, because she is a female small business. And I loved the fact that other people said she could explain things simply! I crossed my fingers and hit send on the email. Serhan has been brilliant from that first email onwards. Sure, I had to gather up a lot of documents for the first meeting, but that was good because I already felt more in control of my financial life. Within 10 minutes of our first meeting, I relaxed. Serhan clearly knows her business well and even better, she knows how to listen and to cut through to the information she needed from me. The plan that Serhan pulled together is life changing. I know that sounds dramatic, but she gave my family options I didn't even know we had. Her advice gave us clear choices and they were both far better than I expected!! Serhan takes you through the plan, page by page, and no question is too simple to ask!! Plus she makes it easy to understand the pros and cons of each option so when you make that final decision, you're confident you're know what you're doing. And even better, Serhan does the hard work and puts the plan into action, which I really needed and appreciated. My only regret in working with Serhan is that I didn't do it 10 or 20 years ago. I rarely do reviews for professional services like this, but I realised that if I hadn't read those reviews on Reddit, I may not have found Serhan's business. So thank you to those random people who took the time to post their experience, I'm trying to do the same and pass on my insights as well. I highly recommend Serhan and I will definitely be coming back to her when I need more advice in the future.

Serhan provided my wife and me with very professional and impartial financial advice regarding the financial strategy of both of our retirements. Her detailed knowledge about the PSS fund and many Industry Super funds has now provided us with a great deal of certainty and relaxation about our retirement futures. Her ongoing advice and strategic changes to the way we manage our investments will save us a great deal of money in the long run. She carefully explains and compares financial options and answers any questions along the way. We are pleased to recommend her as an honest and very knowledgeable financial advisor.

David A.

I was looking for someone to provide advice on redundancy with experience with PSS and I found Serhan to be really good, she listened to my situation and provided advice customised to my circumstances, she knows the PSS and provided advice on options going forward. I would use her again and would recommend her to others.

Serhan was excellent at explaining things in a way I could understand, and was respectful about my lack of knowledge!