“Barbara has given us valuable advice and strategies on how to set up our finances now that we are retired. She was patient and was able to explain things in a clear and precise way. She helped us make sure we were getting the maximum payments with Centrelink and assisted us filling in the forms which was a huge relief. She made us feel confident about the next stage of our lives. ”

- Chris & Maureen

“My wife Belinda and I met Barbara in 2009. We knew how to earn and spend money, but had no idea how to manage it. After meeting with Barbara and going ahead with her recommendations over the years, we’re retired, debt free, and enjoying our retirement doing all the things we planned all those years ago. The best part is that I know that I can contact her whenever I have any questions and she is always courteous and helpful. I would recommend her services to anyone.”

- Jason

“Barbara is very knowledgeable and competent. I have been a client of hers for many years. When my late mother was needing to move into aged care I felt overwhelmed with what was involved as her power of attorney. But Barbara stepped right in to help. It was like a tonne of brick had been taken off my shoulders. She helped sort out all the finances for the aged care facility and made sure Centrelink had all the right information. I can honestly say that she genuinely cares for her clients.”

- Gary

“After seeking advice from a number of planners including the industry fund that I was with, I knew I had found the right one. The level of detail she went into to explain things and to make sure I was comfortable with what was being proposed was excellent and exactly what was lacking from the other planners. I didn’t feel like I was getting pushed to sign anything – it just felt organic.”

- Louise

“Barbara is the first financial planner that we have fully trusted. She looked at our whole financial situation and pointed out weaknesses that we didn’t even know about. Thank you for being there to support us, we don’t know what we would do without you.”

- Neil

“My late husband was a client of Barbara’s for many years. When he passed away, I literally had no idea what I was going to do when it came to managing the finances – that was his job. But he did promise that Barbara would continue to look after me if something was to happen to him and she absolutely has. I’m always a worrier but I know my money is in good hands.”

- Rosie