The advice process
William & Sheryl
Simone has looked after our investments since 2002, and prior to this looked after my parents for many years. We wouldn’t consider using anyone else as she is so conscientious, hardworking and always on top of the rules. She is always looking out for her clients.
Robert & Audrey
Simone has been our financial adviser for many years and in all that time we have had the utmost confidence in her abilities to continue to look after our financial interests. She carefully and thoroughly explains the necessary changes that occur in our financial plans and has always made herself available should we need additional advice with any unexpected situations that arise. We have no hesitation in recommending her, and her services to anyone seeking financial planning assistance. We wish her continued success in this area of her financial expertise.
At all times, I have found Simone to be thoroughly knowledgeable and professional. Without her keen understanding of my lifestyle and objectives, I would not have my current peace of mind which was severely challenged by a major late-life career change.