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9AM - 5:30PM
Parkhill Business Centre
Financial Planners
“We have known of Wendy for the last few years now. Wendy has always been straight to the point with lots of options but the bestest advice to suit our needs. Wendy is so thorough and prompt so that we feel we can trust what we ask of Wendy. She is seriously one of the best advisors, we have used and continue to be.We were due a new mortgage fixed rate and we were only just thinking about it but coincidentally Wendy contacted us reminding us that our fixed-rate was due soon with all the information we didn't need to ask about and about the best rate going! So today, we have lesser stress at searching but are so glad that we felt we had our backs because Wendy had us on her work schedule in advance! Thank you.From Sunny and Angela ?? ”
8:30AM - 5PM
1 Highcliffe Terrace
Financial Planners
“Georgia works hard to understand her clients needs and put a suitable plan in place. I feel much happier knowing that my family are taken care of (financially) should something happen to me. Thank you Georgia!”
Financial Planners
Financial Planners
“Dealt with Gary recently and he was fantastic in helping us structure our savings to ensure we are meeting our needs. Gary was particularly good at explaining the different options and demystifying some of the language. Highly recommended.”