Courtney Pearch

We have found Courtney to be very helpful in every way

Courtney has always provided me with sound advice as to my options in coping with my financial circumstances. It has been of great benefit that dealings with Government are handled with finesse. Her more intimate knowledge of business matters has always been given clearly which is much appreciated. Though it can be involved, I receive information to help with my understanding and, if unsure, I am able to ask questions to clarify any doubts. In my years of dealing with the company, it has always been stressed that there will be highs and lows to be managed and that one needs to look at the long-term. As one ages, it is very helpful that Courtney visits my residence which I do appreciate.

I have found Courtney to be excellent in her position, easily contactable and able to give the right advice in all situations I have encountered.

We cannot say enough of how highly we think of Courtney both professionally and personally. We have meetings on a regular basis to keep us up to date on the latest developments. Her clear and straightforward advice means that the worry about our financial future is allayed as she is always across our portfolio and regularly reviews it. If or when we need to change direction, she is always there for us to discuss the options. Her advice and strategy has worked very well in our favour in the past and we have every confidence this will continue into the future. She also liaises with Centrelink on our behalf which is a huge burden off our shoulders. She is a quality person and for her natural caring nature and customer service we rate her 10 out of 10!