Kate Dundon

Kate has provided my partner and I advice including retirement strategies, investments, allocated pensions including all items relating to my impending retirement. We feel confident that Kate's advice looks after our needs. Kate was very thorough with her explanations of the advice provided and patient when outlining particular strategies of a complex (for me and partner ). We received Kate's full and undivided attention in all our dealings with her and are most appreciative of Kate's attention to detail and comprehensive needs analysis of our situation.

Kate became my adviser when Kathleen retired. I was a little nervous about trusting someone new with something so important. I've now met with Kate on 3 occasions and I'm more than delighted with her. She speaks to me in a way I understand the complexities of superannuation and what she's aiming to achieve for me. I trust her completely. I'm very confident she knows what she's talking about and I feel 'safe' in her capable hands. I also find Kate to be honest, straightforward and easy to talk to.

When Kathryn retired we wondered who would look after us. Kate has been more than an adequate replacement. Very professional in a very pleasant way, very helpful, explains everything clearly and a lovely person. She is a credit to your organisation and we look forward to meeting with her whenever necessary.

Kate has been a delight to work with, very informative and helpful through my retirement advice process.