Tracey Briggs

Since taking us on as clients, Tracey has proven both enormously capable and extremely easy to get on with. Her friendly, upbeat manner, coupled with her command of all aspects of our portfolio, is both reassuring and a great pleasure.

The sample review above is NOT based on my answers. Tracey has given me advice in areas including management of share portfolio within superannuation accounts and planning. I always received Tracey's full care and attention when I sought it. I very completely confident that the advice given is right for my currrent and ongoing needs, and I would certainly recommend Tracey as an adviser to someone seeking help with financial management.

'Tracey has given me advice including shares, superannuation and tax. Tracey was always able to explain things to me in a clear way. She always responds promptly and in sufficient detail. Through Tracey's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Tracey's full care and attention when I needed it.'

Thanks Tracey for your ongoing support to our needs. You listen, explain your reasoning and are available for continued guidance.