Steph Yeung

Stephany was very professional and easy to understand but more importantly she cares. She was very understanding of my parent's situation, repeatedly going through the steps and following up promptly with any later questions.

We were advised to seek assistance for matters relating to transitioning our 92 year old mother into an aged care facility. There were multiple issues and Stephanie's ability to sort through the complex financial set-up and present the family with multiple options, was fantastic. Everything was done in a clear, calm and professional manner. We are extremely impressed with Stephanie and would highly recommend her services to anyone facing the mire of aged care.

Stephanie was very professional, knowledgeable and key in setting up a future plan for us. Stephanie's advice was well presented and her patience & helpfulness in assisting us to easy understand our financial plan was exceptional. She was always available for any queries or any concerns we may of of had and Stephanie maintained regular contact with us to see how things were going or if she had a new investment opportunity. We would highly recommended Stephanie, we believe her experience, personability and lovely nature is a credit to to her and we feel like she really has our best interests and health at heart and strived to improve our wealth. We feel Stephanie is and has always been in it for the client.

Stephanie was a great communicator when dealing with our mother's move to aged care and the assessing of her assets and superannuation. She provided the information we need clearly and explained it all very clearly and carefully so that we understood everything prior to making a decision about mum's assets. Stephanie was not afraid to tell us the hard truth which really helped us to make the decision we did. Thank you Stephanie.