Carol Lobo

Carol, from our first meeting was interested in my requirements & circumstances; taking the time to get a feel for where I was at. She understood my goals; respected my risk tolerance, and as such, tailored a plan specifically to suit my situation and future needs.

Friendly and approachable; Carol's personable nature has made the process a lot easier.

We are so grateful for Carol’s guidance during our recent life changes. She didn’t just explain numbers or policies — she helped us understand our position clearly, showing us the best options for where we are today, and how to adjust for a better tomorrow. What makes Carol different is her ability to listen first and then translate complex financial and insurance terms into simple choices that actually fit our family’s life. She brought clarity at a time when things felt overwhelming, and she gave us confidence that we’re protected now and set up to adapt as life evolves.

It never felt like we were being sold to — it felt like we were being supported. Carol’s advice is personal, thoughtful, and always focused on our best interests. We trust her completely, and we’d recommend her to anyone wanting not just a financial adviser, but a genuine partner in navigating life’s changes.

Thank you, Carol.

We have been with Carol now for several years we find her professional, knowledgeable and always accessible, she always finds time to answer our questions an manages our super fund efficiently, keeping us in the loop and making changes when responding to the markets. We would highly recommend her.

My experience with Carol is very knowledgeable, friendly and very helpful. Carol is very informative and professional when discussing business. I have certainly recommended Carol to friends and family.