Very pro-active and communicates well. Develops investments strategies tailored to our needs, not vanilla solutions.
Kellie is a delight to work with, professional and friendly. Everything is done in a timely and efficient manner. Would gladly recommend her services.
Kellie provides prompt, relevant advice whenever requested. She takes the time to resource further written information as required to provide clarity & understanding.
Advice provided has been first class has proven to be very accessible and provides regular updates.
We both feel very at ease when Kellie explains things to us.
Kellie is outstanding as both a person & an advisor, she has her finger on the pulse with all things financial & is always there for us as our financial advisor. We have total trust in the way she has handled our financial affairs since 2011 & look forward to her ongoing advice into the future.
Kellie is fantastic and very knowledgeable. Prompt and efficient to answer our questions and get back to us. Would recommend Kellie to friends.
I have been seeing Kellie for years and I have found her advice to be spot on. My wife is also very happy with Kellie as she finds that she explains things extremely well. It is nice to have someone you can trust with your finances.
Really assists my wife & I in efficiently arranging all aspects of our Pension Funds annually. Very personable person & presents a quiet & knowledgeable character in all aspects at our annual reviews. Always comes fully prepared & over several years now has given us consistently excellent service, which have given us good results of our funds year after year. Highly recommended to all our friends.
Kellie is always most professional, yet warm and friendly in our meetings. She is sensitive to my needs and lack of understanding of financial matters. She is always available to discuss my finances when I request a meeting. I feel very comfortable with Kellie.
Kellie helped me when my late husband had to go into a nursing home, doing the large amount of paper work required and also after the death of my husband and the sale of my home she was there again to advise and assist me as to the correct financial path, and always available to speak to.
Friendly and approachable, very knowledgeable and a good communicator. I feel our finances are in secure hands with Kelly as our financial adviser.
As a new client l feel very confident on the way Kellie explains and is handling my retirement funds