Naomi Alletson

Naomi's financial advice has seen our investment portfolio advance to secure our lifestyle requirements leading into our retirement years. Her professional and efficient manner is highly recommended. P & K 4390

Naomi is very through, she understands our business complexities and gives us realistic goals. The changes we have made due to Naomi's advise have made a great deal of difference to us and our business.

After over 10 years of working with Naomi to optimise Super earnings and cash investment, I have every confidence that she has my best interests as her focus. Her investment strategies are generally arrived at with the security of my funds tantamount, and by taking on my needs with Centrelink, I have peace of mind that my responsibilities are taken care of. Naomi has a positive outlook and always makes one feel that your needs are important to her.

We trust Naomi to make the best decisions for us based on our financial and personal circumstances. Naomi and her staff are always readily available, either by phone, email or in person to answer any of our questions. We are confident that we will continue to receive excellent advice and services from Naomi and have not hesitated recommending Naomi to our families and friends. Jim and Sally