Our Clients

Our clients are the most important part of our team. We exist to help you achieve your financial goals. We are here to help families through life's transitions and meet the changing financial needs from their first job to retirement and everything in between.

We have clients nationwide. We meet by phone, all forms of video meeting or conferencing. We look forward to travelling again for face to face meetings on a regular basis. Our focus is on you, what you want to achieve and how we can get you there.

 

'I have found Gina to be so understanding of my financial situation and been extremely helpful whenever I have reached out to her. Nothing has been a burden to Gina and has always been so efficient in assisting me whenever needed. I am thankful to have Gina to call upon in regards to my investments.' - Rod

 

'Thank you, Gina. May I say that Gay and I feel very comfortable with you and feel sure that you have our best interests at heart, which we really appreciate' - Clive and Gail

 

'Thank you again, Ed and I are so pleased and comfortable with you looking after our finances.' - Donna and Ed

 

Who is Our Ideal Client?

Clients we work with have common traits that enable us to build a strong, long term professional relationship.

- They are professional and respectful when working with us
- They listen to, and implement the professional advice we recommend
- They are actively committed to working with us towards achieving identified goals
- They keep us informed of any significant changes to personal and / or financial circumstances
- They actively participate in all aspects of their ongoing engagement with us
- They help those around them achieve their goals by referring them to us where appropriate