Diana is focused on delivering value for her clients, is highly professional, always responded in a timely manner and provided excellent customer service including to a difficult customer. Diana has a very useful broad skill set, has a deep understanding of the operations of self managed superannuation funds and related tax laws and was able to recommend aged care support that helped reduce the stress of caring for an elderly parent.
It was a pleasure working with Diana. I would highly recommend Diana's services to prospective clients and customers.
Diana has given us very helpful information regarding our current investments, managing our debt and helped set up our new super funds.Diana explained things fully and if we had a query always made sure we understood exactly what was going to happen. We feel the advise given was right for our particular circumstance. We always received Diana’s full care and attention if Diana said she would do something it was done. We are very happy with the service provided by Diana.
Diana has given us advice and, where appropriate, taken action regarding the restructure of our superannuation into a more cost effective product; the set-up of additional super contributions to increase our savings for retirement alongside the claiming of more tax deductions; the selling down of property and associated reduction of debt to COVID-manageable levels; and the reduction of costly and burdensome insurance polices that were not fit for purpose. Through Diana's knowledge and experience, we feel very confident that the advice given is right for our needs. Diana is highly responsive and has a great understanding of our position, and our goals and values.
Diana has provided financial advice to me and my wife as I transition from full time work to retirement from a partnership in a consulting engineering company. Her advice has been clearly and professionally presented and she has developed tax effective strategies to help us manage our self funded retirement. I have great confidence and trust in Diana's advice based on her experience and knowledge of the superannuation and tax maze. Her advice is values and she has helped improve our retirement strategy. I would not hesitate to recommend Diana as a financial adviser. I
Very happy with the excellent advice from Diana and can’t recommend her highly enough.
Assure FinancialLevel 11, 431 Burke Road
Glen Iris, VIC 3146
- 9:00am – 5:00pm Monday – Thursday
- Adviser status Silver
- Number of reviews 7
- First year providing advice 1998
- Years of experience 25
- Certified Financial Planner (CFP)
Australian Unity Personal Financial Services Ltd