Alison Thomas

We have been clients of Alison for approx. 4 years. We saw her prior to retirement, and she assisted us with retirement planning. She discussed in detail with us what type of retirement we wanted. We then went on to implement the financial advice that she gave us. When we did retire we had a more detailed understanding of our financial position. Now three years retired we are extremely happy with the advice she has given us and are enjoying our retirement to the full. She is always available and if we require any advice she attends to our requests efficiently.

Alison has helped our family plan for our future for many years now, with positive results. Alison and her team also act as book keepers for my small business, helping us to understand the complexities and ensure that we’re doing everything as we should, as well as helping to keep us as profitable as possible. Importantly Alison is always happy to take a call and discuss our needs, and we really appreciate her advice. Very highly recommended, and a lovely person.

Alison has given me advice in areas of personal insurance, business and superanuation advice. What we love about Alison is she is able to explain things to me in a clear and understanding way. Through Alison's knowledge and experience, I feel very confident that the advice given was right for my needs. We always received Alison's full care and attention when we needed it.'