I have been a client of Maree since 2005. I had my first meeting with her a number of years prior to this when she was very honest with me about what I needed to do to get my finances in order before she could really help me. It was this straight forward and honest approach that made me turn to her in 2005 when my situation changed. At this point I was considering my options for retirement within ten years, or earlier if possible.
Maree developed a number of scenarios for me to consider and we agreed on a strategy that suited me. I have not always stuck by that agreement, and at each turn (including the GFC, the stock market downturn and the slowdown in the property market) Maree has continued to provide options and support my financial decisions. This has been critical for me because, being a single woman with no children, I have no-one to discuss these issues with.
I have recommended Maree to a number of colleagues and friends, all of whom have been equally impressed with her knowledge and understanding of the financial environment as it might affect them. Her advice has helped a number of them make a plan for retirement which satisfies their needs and makes them comfortable about their future. I would not hesitate to recommend Maree to anyone seeking honest advice and help in planning their financial future.