I am committed to helping clients gain and maintain a sound understanding of their financial potential and to take the actions that will allow them to make the most of their income and financial assets.
I strive to provide my clients with a sense of security and real comfort, and allowing then more time to focus on those things that are really important to them.
Tracey has been my financial adviser for over 10 years, from when I worked full-time, through semi-retirement to full retirement. At each stage she has given me wise advice and outstanding care and attention, always explaining the strategies behind her advice. I recommend her without hesitation.
I have always received excellent advice from Tracy . Her professionalism , knowledge and experience has made me feel confident .
Tracy gives me ongoing advice in a caring manner and feel confident the advice given is suiting my needs in my retirement..
Tracy has given me advice in areas including superannuation and insurance policies. Tracy explains the policies to me in a clear and concise way. Through Tracy's knowledge and experience, I feel very confident that the advice given was right for my needs. Tracy will go above and beyond to make sure you receive the best possible outcome for all you needs.
If the sample review remains then that can be my review because I can't say it any better. What I can say is Tracy is an outstanding financial planner who truly cares about her clients in both matters of financial advice and real caring for the client as a person. I have seen Tracy in action and I believe she tries to treat all her clients Friends.
- Adviser status Silver
- Number of reviews 5
- First year providing advice 1999
- Years of experience 24
- Advanced Diploma of Financial Services (Financial Planning)
Element Wealth SolutionsSuite 4.03, Level 3, 200 Central Coast Hwy
Erina, NSW 2250
- 9:00am – 5:00pm Monday – Friday
Capstone Financial Planning Pty Ltd