Sean Farrelly

I was referred to Sean Farrelly in mid-2022 by a family friend when I needed financial advice while transitioning into retirement. I was feeling quite anxious as there was considerable volatility in the markets at the time, and I found Sean to be extremely helpful, approachable and reassuring. Our initial consultation was via video-link, and I was impressed with his professional but 'down to earth' approach, and the sound and balanced financial advice he gave. After discussing my financial situation, retirement goals and personal risk profile, Sean set up a superannuation investment portfolio which provides reliable and steady returns, and arranged the government documentation I needed for my transition into retirement. Sean keeps me well informed through detailed quarterly reports, and schedules regular reviews which are conducted either in person, or by phone or video-link. He also responds promptly to any requests or questions I may have. I am very pleased with Sean's financial advice and management, and highly recommend his services. The best part for me is that I don't feel anxious any more; I know my investments are being managed well, and I can focus instead on enjoying my retirement.