Danielle has been our adviser now for the last 3 years. We originally met with her as we were starting to think about retiring and wanted to look at our current super and investments to make sure that we were going to be ok. Danielle took us through our current products, looked at all options available to us, listened to what we wanted and our concerns and really explained her recommendations very clearly. She was very patient with us and very understanding. We had never seen a financial planner before and were not really sure what to do and what to expect. Danielle has been amazing and we really feel that she understands our needs, and we are much more confident of our position and feel that she has set us on the right path to be able to retire when and how we want to. Danielle showed us the Pathway to Wealth tools which we found were paramount to helping us to understand the big picture. We couldn't be happier and would recommend Danielle and her team to anyone, and we do!
My husband and I engaged Danielle to assist us in consolidating and rearranging our superannuation and obtaining life insurance. The reason we chose Danielle was that we felt comfortable discussing our personal details with people who were as engaging, responsive and proficient as they were. Throughout the process, Danielle was polite, professional and demonstrated a strong grasp of the products recommended to us and explained the process to us in a clear and efficient manner. The resources and information provided to us by Danielle over the initial meetings were user-friendly and educational. Danielle was methodical with the paperwork and assisted us in understanding the policies and procedures which appeared very daunting before Danielle’s assistance. I often refer Danielle to my family and friends.
We were referred to Danielle by a friend of ours and we have been very happy. Danielle was very easy to talk to and understanding of our needs. We felt that she really listened to us and what we were trying to achieve for our family. Danielle has given us some great advice of what to do with our super to ensure that it is growing and has put the right insurances in place to protect our family. We are looking forward to working with Danielle in the future to help us plan for our retirement. We have actually referred my sister and her husband to her as well.
Estate & Business Insurance Solutions - Financial Advisers37 Junction St
Sherwood, QLD 4075
- 8:00am – 6:00pm Monday – Friday
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2018
- Years of experience 5
- Diploma of Financial Planning
Our fees are based on the complexity of the advice you require and range from $1,400 to $5,000. We would welcome the opportunity to meet with you to determine your financial planning needs and to see if we are able to provide you with the support that you require. Please get in touch for a free consultation 07 3379 9901.
Gps Wealth Ltd