She became the financial adviser for my wife and myself in 2015. During this course in time, I have observed the following characteristics in Irene’s personal and professional performance as a senior financial planner. Irene has demonstrated utmost devotion to her clients’ need, including prompt pre-empting of upcoming changes in Legislation, and matters relating to the portfolios. In this way, she has fostered close relationships with her clients, to their mutual advantage. It is always a real pleasure to sit across the desk with a cup of coffee wondering what is coming next! Irene is extremely well qualified, academically and professionally. The needs of Irene’s clients, in line with their risk profile and other financial issues are foremost in any recommendations she might make relating to their investments. Not in the slightest are potential recommendations influenced by any personal benefits that may flow to her. On occasion I have been tempted to consider an investment, but on discussion this with Irene, she has persuaded me that there are better, safer options, with medium/long term strategies that better fit my risk profile. Her recommendations are based on long term advising, with vast experience in the investment environment. And after very careful consideration, she is almost always right. Irene has demonstrated to me her adherence to core values and an ethical approach to any investment.
Irene has given my husband and I on self managed super funds. Irene was able to explain things clearly ans made the process really easy for us. Through Irene’s knowledge and experience , I feel confident that we will need our financial goals. I highly recommend Irene’s services.
Irene has been looking after family matters for many years. She treats our investment like her own and always provided us good advice based on our situation. We have peace of mind with Irene.
Irene has provided me advice over the years. She advises on my superannuation fund. Irene is patient, knowledgeable and experienced. She treats my fund as if it were hers. She guides me through good and bad times.
Mwl Financial GroupLevel 2, 1 Spring Street
Chatswood, NSW 2067
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2008
- Years of experience 15
- Master of Business
Mwl Financial Services Pty Ltd