My wife and I approached Amber to assess our current financial situation and help us plan for the future. Like many families, we have kids to put through school and want to ensure our retirement is planned for. We found Amber to be attentive and willing to listen to our situation and concerns. The information and advice offered was clear and relevant. It related to superannuation, insurance, cash flow and taxation. Amber readily checked in with us to ensure we understood. As a result of her attention to detail and client care we look forward to working with Amber on a regular basis to secure a stronger future.
Amber has been a pleasure to work with this year. She has patiently detailed financial strategies for us as we settle into our retirement. We look forward to our continued working relationship into the future.
Amber did an excellent job of helping my wife and I to work through the necessary steps of planning for our financial future, to ensure we can live the lifestyle we want to live now and through our retirement years. She has patiently helped us understand how to maximize our superannuation wealth and to plan our affairs in the most tax-efficient and legally advantageous way.
Amber took the time to understand our personal situation and advise us on the best ways to set ourselves up for the future. Amber's attitude was always friendly and informative, and her follow up time is exactly what we were hoping for.
Amber was fantastic at communicating where we currently stood financially and where we could be in the future. We have been clients now for years and we will continue to be clients for many years to come because of Ambers experience, knowledge and ability to explain financial forecasts and plans in ways that we can easily understand.
Shadforth Financial GroupLevel 17, 100 Pacific Highway
North Sydney, NSW 2060
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2006
- Years of experience 17
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Shadforth Financial Group