6 Reviews

Phoebe Mumbray

Stonehouse Financial Partners Pty Ltd

Bronze

2 Yrs Experience

Brisbane City, QLD 4000

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5.00 December 2024

Thanks to Phoebe we feel secure and well-prepared for the future. She has been a tremendous asset to us and we are grateful for her genuine and on-going support and her knowledge and expertise are exceptional. If you are looking for a trusted expert who can guide you through the complexities of SMSF's and taxation, we cannot recommend Phoebe highly enough. It is very comforting to find a financial advisor who combines such in-depth knowledge and with such a personal touch. She provided invaluable guidance throughout the entire process of setting up our Self Managed Super Fund explaining every step with clarity and patience. Phoebe took the time to thoroughly understand our goals and tailored her advice to suit our specific needs, ensuring we were well informed and confident in our decisions. Phoebe's advice on taxation and investing was also outstanding and helped us navigate through issues providing clear and actionable solutions.

5.00 November 2024

Phoebe has been brilliant to deal with from day one. She was able to translate complicated financial information into language that we could easily understand, and we now have a much better understanding of our own situation, and a plan for the future. Phoebe always makes herself available and no question is too difficult or out of scope. We would highly recommend Phoebe!

5.00 August 2024

Phoebe's personality made us feel at ease from the first time we met. She has been our financial adviser for just over a year now and we feel blessed that we were referred to her and the Stonehouse Team. During this time, she has always been an absolute pleasure to deal with. She is extremely knowledgeable, very patient and takes the time to explain things so they are easily understandable. The fact she is only ever a phone call or e-mail away is very much appreciated. If you are looking for a financial adviser, I highly recommend Phoebe.

5.00 May 2024

It is with genuine pleasure to provide a review in relation to my experience with Phoebe Mumbray. Of particular note I can commend Phoebe's communication skills, which to me consistently provided a demonstrated clarity. Her ability to articulate complex ideas in a straightforward manner is refreshing and commendable. Whether she's explaining intricate concepts or providing updates on investment profiles, Phoebe's communication is always crystal clear, to the point where I am moving forward with confidence.

It's evident that she invests time and effort into staying informed in order to expand her expertise.

5.00 May 2024

Financial advice isn’t something my partner and I had really thought seriously about until we met with Phoebe. She was so thorough in her assessment of our financial position and her advice was so tailor made for our situation, that we could easily see the benefits of working with her.

We’ve also really appreciated the way that she’s been open to educating us about the options that are available as it’s created a sense that this is a partnership and it’s one that we’re looking forward to maintaining for years to come.

Thanks for all the hard work Phoebe, wouldn’t hesitate to recommend you to anyone who was looking for financial advice.