Clare Shewan

"I met Clare when I moved down from QLD. Clare has been such a great help with organizing my affairs. Any problems Clare solved. Easy to talk too. I recommend Clare to anyone who is in need of anything to do with superannuation and pensions. Clare can do other things as well."

"We have found Clare to be very easy, pleasant and professional to deal with.

She was able to explain the nuances of superannuation and tax implications to us.

Having her in Bay-Side, not in the city was convenient and visiting our home was very much appreciated. We wouldn't hesitate to recommend her to anyone who needs financial advice."

"I have found Clare to be very honest and I enjoy her coming to see me on a one to one basis to update me on my accounts and always giving me the right advice on what to do. Her knowledge of the markets gives me full confidence in her looking after my portfolio, and she is second to none. I sleep peacefully at night knowing Clare is looking after my best interests."

"Clare is one of the only financial planners we have dealt with who provided advice tailored to suit our age and financial position. She made time to ask us in depth detailed questions on how we wanted to live during our retirement and gave advice accordingly, even when it meant that she would receive a lower fee/commission."

"Clare is a proactive advisor who has kept me informed of changes in the market and provided advice on strategies to reduce my risks inline with my risk appetite, whilst increasing my investment portfolio. My only regret is that I didn't find Clare sooner. I highly recommend Clare to anyone who wants a financial advisor who puts their best interests above anything else. Anne-Marie"

"Clare is a highly knowledgeable and personable advisor. She understands my needs, and is compassionate to my personal circumstances. I have full respect and trust in her advice."

"Clare was recommended to me by a relative after I was let down by a Westpac advisor. Clare has given me advice regarding investments and managing my finances in regard to making sure I had sufficient funds to live a comfortable life enjoying the things that I love doing. She is very pleasant young woman always keeping me informed if there are any changes to be made."

"From when I first met Clare I have felt confident with all discussions we have had. We have discussed a number of areas including pensions, investments, budgeting and general financing. During our discussions Clare has always been able to explain the pros and cons to satisfy my queries. I have always felt confident and relaxed when having these discussions with Clare and this is one of the main reasons I have remained as one of her clients."

"Clare has given me advice regarding my superannuation and investments. Through her knowledge and experience, her explanations and advice have been clearly interpreted and understood. By jointly working through my portfolios, I believe that the advice given is always appropriate and fitting to my needs. I always receive Clare's care and attention when needed. Clare's happy and cheerful disposition makes it a delight to be her client."