Cassandra Pearson

After looking for a financial adviser for a few years who wasn't just peddling their own investment products I was referred to Cassie. During our introduction interview Cassie took time to understand our concerns, needs & wishes. She was very generous with her time & advice. I appreciate her honesty & feel that she had a genuine desire to help us achieve the best outcome. She explained everything in layman's terms which helped me remember what she told us. Her approach gave me confidence & I would thoroughly recommend River City Financial Planning to anyone needing advice, guidance or a sounding board.

I wanted some guidance on a strategy for managing my portfolio leading up to retirement and in the early years of retirement. Cassandra was able to provide me with the type of information I was seeking in the initial appointment and gave me confidence that I was heading in the right direction. Cassandra's knowledge and expertise enabled her to quickly illustrate a strategy that I was comfortable with and I am very grateful for the general advice that she provided.

Friends recommended Cassandra at River City Financial Planning to us. My wife and I sought advice from Cassandra about financial planning into retirement. She mapped out a financial plan for the way ahead and gave us good advice about superannuation, pensions, and planning, all of which was invaluable for us. She set out a strategic plan which was clear and easy to follow and implement.

I really happy with her performance and her attitude towards me as I am a not English speaker but she has tried her best to understand me and try to explain everything to me clearly. I highly recommend her for managing your finances.