Roger (retired Education Consultant)
“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.”
Kim (POA for aged parent)
“My father suffered a massive stroke in 2010 and was unable to continue living independently. He is currently residing in a residential care facility. I sought the advice of Maree in 2013 when faced with the responsibility of managing my fathers’ estate. I approached Maree with a simple question regarding the financial ramifications on dads’ income and assets assessment if I was to rent rather than sell his home.
Mindful of our aging population and thus the growing need to fully comprehend the complexities of Residential Aged Care, Maree set about her research in a considered, professional and thorough manner, thankfully peppered with a quick sense of humour when faced with a somewhat absurd bureaucratic paper trail that ensued.
From my experience, whether you are 82 or 32 years old when seeking financial advice, Maree will approach her clients with the upmost respect, intellectual rigour, honesty and integrity.”
Andrew & Lyn (Business Consultant)
“Maree has been our financial advisor for 13 years now. She is our trusted financial confidant. We have found her to be a true professional. She has a genuine interest in our welfare both now and for the future. Maree is dedicated to providing the very best service and advice in all aspects of the financial industry. She has proven time and time again to go well beyond the expected service of a typical Financial Advisor. Importantly, Maree is a person of excellent character. We have found her to be completely credible, reliable and ethical and a person of great integrity.
Maree’s advice to us has always been well considered, timely and insightful. We have been very impressed with her financial planning skill and competence but also with her wise and strategic evaluations. We have also found Maree to have a wide investment product knowledge which has worked to our advantage in difficult market environments.
We have and will continue to have absolutely no hesitation in recommending the services of Maree Lovell.”
John (retired Tertiary Education Executive)
“Maree has been our financial advisor since June 1999 and we have been delighted with the full package that Maree provides. She knows the market and the options that are suitable for us. Her advice is sound, and we have learned to rely on it. She knows the legislation and rules that apply so that we are always on top of what is happening. She is available always and responds quickly to requests. Her support staff know us and provide good back-up. Her personal manner is very pleasant. She is very friendly and interested in our life as it changes, but without being familiar. She listens to us, and understands our wants and needs.
I have many times recommended Maree to others, and without fail they have been more than satisfied with her service.”
Judy (Tertiary Education Executive)
“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.”
Kym (Emeritus Professor)
“My wife and I chose Maree Lovell to manage our financial affairs when we retired from full time employment a decade ago. From the outset we have been most impressed with her ability to blend highly professional service and personal care.
We have recommended Maree to numerous other friends and acquaintances, all of whom have shared our confidence in and appreciation of her outstanding work on our behalf.”
Joe (Managing Director)
“I was referred to Maree Lovell at Godfrey Pembroke by two friends several years ago. I quickly saw why each had such confidence in Maree and her team. Sound, prudent, reliable advice on investments and asset protection is backed up by personable service where I feel they are looking after my interests first.”