Chelsea Fletcher

Chelsea made both my wife and myself very welcome when we saw her for our financial advice. We were both confident that she grasped exactly how we wanted to plan for our retirement during that first meeting. Her advice was clear and easy to understand. I made the mistake of waiting until after I had retired before seeing Chelsea I would have been in a much healthier financial situation if I had seen her ten years earlier. Chelsea was still able to give us good advice which has saved us a lot of money and we are confident that we have invested wisely and that our funds will last us well into retirement. I have recommended Chelsea to others because we were so impressed with her. Go and see Chelsea sooner rather than later I am very confident that you will be as happy with her advice as we are.

I met with Chelsea and she immediately set me at ease as we discussed the various options available to me. She later presented the options and we agreed on the way ahead, then Chelsea prepared the documentation for the various steps and expedited the changes over the next months. I look forward to the next review and actions in 2027, to fulfil my final plan. Thanks Chelsea.

Chelsea is great and easy to deal with, communicative and very knowledgable. I had a plan in my head but with superannuation it's best to deal with experts so after going through everything with Chelsea, I had a new plan devised by Chelsea, better for my wife and I today and into the future. We recommend Chelsea to whoever is considering getting advice - it was certainly a worthwhile investment for us and has saved us the worry of implementing the plan and also saved us "lots !!"

Chelsea is not only providing professional advices but also pays great attention to my thoughts. She has given me great confidence in my future. Thank you Chelsea and see you again when I finally retire.