Fiona has taken the time to understand my situation and given helpful advice. She always responds promptly to queries, with useful information.
Fiona has given myself and other members of our organisation advice on investment strategies and how to use their computer system. She has been particularly helpful in deciding what reporting is best for us. She speaks well, is friendly, and nothing seems too hard. Fiona has explained things to me in a clear way. Through Fiona's knowledge and experience, I feel very confident that our investments are in good hands.
'Fiona has given me advice about my self managed super funds and how to successfully prioritise socially responsible investments. More recently. Fiona has advised us about aged care funding options for our mother. Fiona's knowledge and experience enables me to feel confident that the advice given was appropriate and I have always received Fiona's full care and attention when I needed it.
Fiona has given me advice in areas including loan products, self-managed superfunds and forward planning. Fiona is always able to explain things to me in a clear way. Through her knowledge and experience, I feel very confident that the advice given was right for my needs, and Ethinvest recommendations are always worth serious consideration. I nearly always follow their advice and have found it to be sound, both ethically and financially. Fiona is always very prompt in responding to any requests I may make.
Fiona is incredibly responsive, articulate and intelligent and is always on the front foot when I have a question or request. She delivers more than I expect and is very comprehensive in her explanations. I am very confident that Fiona's knowledge and experience is broad and deep enough to respond to my own needs as they change over time. I'm really happy with Fiona's service backed by Ethinvest's substantial reputation and resources.
Ethinvest Pty LtdSuite 2, Level 8, 1 York St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2002
- Years of experience 21
- Master of Social Development
Ethinvest Pty Ltd