Maree has been my financial advisor for the past 6 years. Over this time I have been very satisfied with her services enabling me to feel secure that my financial interests are in very safe hands. Her advice comes from a two way process of listening and understanding my needs and circumstances, and her detailed understanding of the market and its products.
Compared to my previous experiences of financial advice, Maree is highly vigilant and attentive to new opportunities which suit my circumstances as well as tuning and adjusting the existing portfolio. I remember when I first started, she said there will be times when you may not hear much from me while at other times there will be much happening in terms of opportunities and adjustments. This approach demonstrates her ongoing attentiveness to the market and my needs.
I very much appreciate her independence from particular financial organisations and products, as well as her full transparency regarding the fees she charges.
Maree and her staff are very approachable and supportive; my communications and meetings have always been rewarding and enjoyable. I have recommended Maree to family members and friends; they have been most satisfied with the advice given.