Hi, I am Renee. I began my financial planning journey in 2018 and quickly realised I was exactly where I was supposed to be. I believe that all great financial plans start with education and understanding, and my aim is to try to simplify complex financial issues and communicate with my clients in plain English. I am passionate and committed to working together with my clients to help them achieve their goals and prepare for the future.
Prior to becoming an adviser, I was a compliance officer for a transport and agricultural company for 10 years, so I understand a little about living in a rural area like Toowoomba. I have 3 boisterous boys who are my greatest achievement, and I couldn’t be more proud of the life we have created. My continued dedication to furthering my knowledge means I hope to have my Masters Degree completed in the next year.
I enjoy working with all clients, from all walks of life and all life stages. I tend to work more with younger clients (under 50) and building their wealth, but have many clients who are enjoying the retirement life too. I believe it is never to early or late to get started.
We are happy to discuss fees with clients once we understand individual situations and what we can do to help
Renee assisted me with sorting out my life, TPD and income protection insurances. She found me a better alternative that suited my needs at a more affordable price. Everything was communicated clearly in a way that was easy to understand. The process was made simple and easy to follow. I would recommend Renee to anyone looking for financial advice, she is professional and knowledgeable with a friendly manner.
Renee and the Gallagher team have been wonderful sharing their expertise and wisdom with us over a number of years now. We have reduced debt and are moving forward with early retirement thanks to their sound advice. Our annual reviews have kept us on track as circumstances change as well as interest rates. They are always on hand to answer any questions we have in between reviews and respond in a timely manner. We couldn’t be happier. Our only regret is we didn’t seek them out many years earlier.
I can't recommend Renee's services enough. She ensured I understood my options and patiently spent hours answering my questions. I had very little knowledge or understanding of the investing world and Renee gladly walked me through the basics. She helped me choose a strategy that not only suits my current situation but will hopefully enable me to achieve my financial goals later in life. I wouldn't go to anyone else!
Renee has been a blessing sorting out our budgeting, superannuation and insurance needs. She responds to correspondence efficiently and has a wealth of knowledge in her field, she really enjoys her role. Renee makes me feel comfortable discussing any issues and we are in a better position, financially, than ever.
We were very impressed with the outcome of our plan with Renee. We are now in full force with our financial plan to smash out our loans and we cannot wait to see the outcome (in a few years) of digging deep now to decrease our debt. We are also happy with the insurance recommendations that Renee suggested, leaving us with peace of mind if anything were to happen. We have recommended Renee to a few family/friends already and we will continue to do so into the future.
- Adviser status Silver
- Number of reviews 5
- Years of experience 2
- Graduate Diploma of Financial Planning
Gallagher Benefit Services Pty LtdUnit 2, 4 Tourist Rd
East Toowoomba, QLD 4350
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Gallagher Benefit Services Pty Ltd