“I found my first meeting with Jenny to be excellent. Her knowledge of the financial marketplace was extensive, explaining clearly to a novice like myself, what trends were currently at play and what areas of my finance could be improved. She took time explaining the various options I could choose from, taking into account the personal level of risk I was comfortable to take with my investments. She not only helps improve the return on your finances but helps you understand the positive outcomes that come from financial security, making the ultimate goals personal and not just achieving more money in the bank! Jenny constantly watched the dynamic changes in the market. It took the stress away knowing this important area of my life was in safe hands. She is committed, loyal and trustworthy and nothing is too much to ask as she consistently follows through on each of her tasks. I look forward to continuing our positive relationship and would recommend her to anyone who is in need of some sound financial advice.”

“We can highly recommend Jenny as an excellent financial planner. She has always treated us with respect and understanding. She has an excellent working knowledge of our finances so we feel that she cares about us. She is trustworthy, intelligent and committed to helping us consolidate and grow our investments. We are confident that she has our best interests at heart which has been a great help to us. We can thoroughly recommend her. “

“It is invaluable to me (and Kai) to have such a supportive, pragmatic advisor who genuinely cares about our financial wellbeing. It does amaze me how much of yourself you clearly give to your clients. Your patience, realism, persistence, good humour and encouragement is greatly appreciated.”

“Jenny has been my financial planner for several years now. During that time I have found her to be not only an astute and knowledgeable judge of financial matters, always being aware of statutory and regulatory developments and potential developments which may affect my financial affairs, but also to be a great communicator and an empathetic observer of human nature. I would highly recommend her services to anyone in need of a financial planner. “

“In today’s modern world, advertising blurb like to promote professional services with terms such as Honest, Friendly, Reliable, Well Qualified and Trustworthy. Often we take these terms for granted, especially when the person or company you are dealing with do not deliver. Jenny has been my financial adviser for over 5 years now and I am pleased to affirm that she lives up to all the superlatives. With a reliable and trustworthy professional planner to guide me through the daunting and difficult world of investments, I have confidence in my financial future.”

“Jenny provided us with sound financial advice that allowed us to save taxes and maximise our Centrelink entitlements in the lead up to retirement. Jenny was able to explain concepts and ideas in simple terms for us as we are not familiar with financial terminology. She is always professional as well as friendly and prompt with her follow up and on time for appointments. We are extremely happy with Jenny and have had no hesitation in recommending her services to family and friends who are interested in looking at options to make their money work harder for them.”