"...The service and advice were excellent. The sessions were done in a friendly environment and the relaxed yet professional approach was appreciated.
Anne is thorough and followed up with my employer a number of times in order to ensure the information was accurate..A valuable service provided by a
friendly competent professional."
G. B., H R professional
"...I found Anne to be very professional and supportive... The financial plan provided us with the needed structure to attain our financial goals."
J. T., CMA
"...We have found Anne to be very competent, professional, unbiased and sincerely interested in helping us to prepare our plan for financial independence."
G. S., Sales Rep.
"...I have a sensible plan to guide me beyond debt...I have a system and sound financial goals and am working to meet them."
C. V., Journalist
How would you describe Anne's existing approach to business?
The responses included:
- Very professional
- Thorough
- Independent
- Efficient
- Organized
- Practical
- Low Key
- Competent
- Ethical
- Respectful
- Warm
- Friendly
- Comfortable Environment
What are the best features of Anne's business?
The responses included:
- Fee only advisor
- Professional Training and qualifications
- Comprehensive Planning
- The application of her financial knowledge and expertise in relation to our particular financial situation.
- Honesty & Integrity
- Trustworthy
- High level of service
- Competitive Rates
- Great Documentation
- Targets clients specific concerns and requests in financial planning strategies.
