Louise Edkins

We were referred to Louise when our previous financial advisor cut down his workload on the way to retirement. She manages our SMSF on our behalf and is very proactive in suggesting changes to our investments, setting strategy, buying and selling assets on our behalf and keeping us up to date with the market. She is also great at keeping us up to date with the complex regulatory paperwork that is such a headache. She specialises in ethical investment and has a great understanding of our ethical framework and we discuss issues of ethics along with the pure financial issues, so we feel confident that we are not investing in anything damaging to people or the planet as we save for our retirement.

a useful and valued relationshlp

My wife and I have engaged Louise Edkins to help direct and administer our self managed superannuation fund. Whilst I do keep abreast of the movements and trends in the financial sphere, I find that I don't need to second guess her recommendations. Her advice is always reliable and accessible, her fees are completely transparent and reasonable. Our engagement with Louise currently stands at three years and we have developed a very high level of confidence in her expertise and practice. We are very happy to highly recommend Louise.

Louise has been my financial adviser for well over twenty years. What surprised me the most when I first met Louise, was the broad spectrum of investment of opportunities that Louise put to me. I was not to sure what to expect from an Ethical Investment Adviser, I was half expecting to be buying shares in a mung bean co-op on the outskirts of Hippyville. However that was not the case and I had a full range of options on what to invest in. In all, Louises advise has been sound and well explained I strongly recommend her to anyone who is looking to put together an investment portfolio . My only regret is that I did not start a lot sooner. Stephen Powley