Cara Brett

Cara is very approachable and non judgemental. Cara explained things in a way that were clear to both my husband and I and helped us to ensure that we were covered in any circumstance. Cara's knowledge and experience and advice and given us confidence and her approach allows us to get ahead and still live life at the same time.

Cara is a great financial advisor with excellent knowledge and experience. We've seen a few advisors in the past but never really understood all elements of the advice, or felt like our needs weren't heard. Cara listens, researches and offers relevant and fit-for-purpose advice. Better yet, she helped turn advice into action. Highly recommended.

We sought advice around retirement and how best to position ourselves given that we had limited resources. Cara's advice was considered and understandable for people who are not especially financially savvy. She gave us options and explained how we could arrange our finances to put us in the best possible situation in a couple of years. She had at her fingertips information and strategies that we would never have thought of.

Cara has provided balanced, holistic advice to myself and my family including our superannuation, insurances, investments, retirement and general life planning. Cara and her team have great communication skills and are extremely responsive. They have inspired a great deal of confidence in our family's planning for now and the future and we really appreciate their expertise and care.