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Client Testimonials

Comments Clients Have Shared:

“…Anne was incredibly thorough in creating our plan. She spent time getting to know us and prepared a plan that took into account where we wanted to be over the coming years and based on our top priorities. She has a strong understanding of pensions, taxes, and finance and was able to answer our questions and to help us understand and apply complex financial processes “

"...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."

"...I found Anne to be very professional and supportive... The financial plan provided us with the needed structure to attain our financial goals."

"...We have found Anne to be very competent, professional, unbiased and sincerely interested in helping us to prepare our plan for financial independence."

"...I have a sensible plan to guide me beyond debt...I have a system and sound financial goals and am working to meet them."

“…She provided what I needed. She was professional and unbiased, gave me the facts”

“…Developed a detailed plan. Comprehensive. Listened to all questions.”

In a Recent Survey Anne's Clients Were Asked:

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.