Kylie George

During our first meeting, Kylie had us feeling comfortable and confident with her, when she simply said "it's your money, and your life - tell me what your wants and needs are, I'll look at your financial situation, and will give you several scenarios so that you can make informed decisions about your future". And that was our first meeting. We did not think we were in a position to retire early but after in-depth meetings and discussions with her, we realised that our dream was possible. Kylie has guided us with expert knowledge and we feel confident in the financial decisions that we are making - with her guidance. Meetings with Kylie don't feel like you are sitting in the Principal's office and that's the feeling we've had with other local financial planners who did not listen to us, and who just told us what to do. That's not what we wanted from a financial planner. We wanted someone we could trust, someone who demonstrated expert knowledge and was friendly and approachable. Someone who respected us and what we wanted. If Kylie does not have the answer - then she will research and get back to you. We have developed a good relationship with Kylie, and her bubbly personality and attention to detail is evident from the moment you step into her office. Do yourself a favour, call Kylie - even if you don't think that you need professional financial advice. Everyone needs it, and the sooner the better. Thank you Kylie for being our partner, and for playing such a crucial financial role in our lives as we enjoy our retirement years. No matter your age, or where you are in your financial journey; reach out to Kylie and have a friendly and professional chat about your finances. What can we say - you won't regret it, we didn't and that's the truth.

To work with Kylie was a breath of fresh air. She understood exactly what I wanted and advised me how to get there. I wouldn’t hesitate to recommend Kylie.

Kylie was always well prepared for my appointments. She explained everything and never made me feel inadequate with my questions. I never felt that she was kicking me out the door. When Kylie said that she would email me information through, she did this and in a timely manner. I felt confident in the information and advice that Kylie gave me. I would and have recommended Kylie for any financial advice.

Kylie has been supportive as major events have occurred with financial implications. She has a warm personality which enhances the experience as a client. She is honest and goes beyond the call of duty.