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David, 46 - 55 years, Eastwood, NSW
"Always great service from Amy. Efficient and accurate with no fuss."
- Superannuation
- Insurance Protection
- Redundancy
- Tax Strategies
Colin, 65+ years, Redland Bay, QLD
"Amy has taken care of our superannuation needs for some years now. We love the results that continue to exceed our expectations, with the result that we are living our lives the way we want to which includes travel by caravan, air and cruising, a life style that 10 years ago we would only dream of. Amy has a very relaxed way of putting over important information that is easy to understand and therefore easy for us to make.the right decisions. We have recommended our closest friends to Amy and they are very satisfied with her presentation and I believe they are going to use her services. My wife and I have complete confidence in Amy and have no hesitation recommending her."
- Superannuation
- Retirement & Pension
Carly, 35 - 45 years, Thorneside, QLD
"Amy helped me to find a solution to consolidate all my multiple super funds whilst maintaining the level of insurances I need thanks to a pre-existing medical condition. She also helped give me the confidence to find the best investment strategy to suit my future financial goals in addition to also setting up some long term accounts for my small children so that we can help give them the best financial start in life when they're older. I am very grateful for all of Amy's guidance, experience and patience with her technical explanations so that I can feel more in control and empowered when it comes to managing our money and future."
- Superannuation
- Insurance Protection
- Growing Assets
Karen, 56 - 65 years, Wamuran, QLD
"Amy has been amazing. I’m in a comfortable space as a result of her advice. Amy is very knowledgeable and takes the time to explain things. I highly recommend Amy for your financial adviser needs."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Aged Care
- Cashflow & Income
Kat, 35 - 45 years, Sunnybank, QLD
"Having had some health issues, I never thought I would be in a financial position to buy a house. Amy not only helped my husband and I with strategies to fulfill our dream, but also helped sort out our superannuation and insurance needs for this important time in our lives."
- Superannuation
- Insurance Protection
- Cashflow & Income
- Growing Assets
- Budgeting
Lily, 65+ years, Paddington, QLD
"Amy is very competent and highly skilful in her field.....and very patient with older and matured people. I recommend her workmanship to a lot of my friends."
- Government Assistance
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Expat Finance
- Tax Strategies
Jessica, 35 - 45 years, Springwood, QLD
"Amy was very informative and explained everything in a way my husband and I could understand. The end to end process was seamless and we are very happy with the advice provided."
- Superannuation
- Insurance Protection
- Managing Debt
Patrick, 65+ years, Stones Corner, QLD
"An excellent, friendly, capable and efficient person. Always made us aware of the processes and followed up with clear communication."
- Superannuation
- Retirement & Pension
John, 56 - 65 years, Narangba, QLD
"Amy has refined my wife and myself superannuation, and created and investment account for spare cash we had in the bank."
- Superannuation
- Retirement & Pension
Gary, 65+ years, Amberley, QLD
"Amy gave us aDvice and put a plan into action to transition dot and myself to new income streams"
- Self Managed SuperFunds
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Redundancy
- Aged Care
- Cashflow & Income
- Expat Finance
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting