Cassandra Pearson

Friends recommended Cassandra at River City Financial Planning to us. My wife and I sought advice from Cassandra about financial planning into retirement. She mapped out a financial plan for the way ahead and gave us good advice about superannuation, pensions, and planning, all of which was invaluable for us. She set out a strategic plan which was clear and easy to follow and implement.

I really happy with her performance and her attitude towards me as I am a not English speaker but she has tried her best to understand me and try to explain everything to me clearly. I highly recommend her for managing your finances.

We chose River City Financial Planning on the recommendation of a friend for pre-retirement advice. We wanted to make sure we were on the right track for the retirement we had envisioned, especially as superannuation can be complex and ever-changing. We were immediately impressed with Cassandra. She had done her homework with the documents we had provided and was 100% focused. Cassandra has a way of explaining complex financial scenarios in a way that is easily understood. She welcomed many "what if" questions and displayed a thorough and in-depth of superannuation and retirement options. She is friendly and clearly enjoys her work. I cannot recommend Cassandra highly enough.

Cassandra offered me exceptional service and advice. She is extremely professional and knowledgeable in her field of work. She knew exactly the type of advice I was after and then delivered it in a concise and easy to understand format. I would highly recommend Cassandra and the team at River City Financial Planning - they're fabulous!