Jodie Lane

I chose Jodie because it’s rare to find someone who has both financial planning and accounting expertise, plus independence and lots of experience with government pensions.

Jodie made complex details easy to understand, and to be honest, I found the whole experience surprisingly valuable - it completely exceeded my expectations.

Jodie is not only polite and very engaging, she is genuinely interested in your situation and focused on helping with her financial expertise. She listened attentively before giving a considered and professional assessment of my financial situation. Some advisers seem keen to tell you how clever they are and how much they know, however, Jodie in an unassuming and low-key way made the client feel they were the key focus in the meeting and she was there to first, listen, ask key questions and then give her considered assessment of my needs and what actions I need to take to reach my goals. I would have no hesitation in using her services again.

I found Jodie via the ADF Financial Adviser list while seeking advice related to DVA payments, as it was important to me to work with someone who was independent, non‑conflicted, and experienced. From the outset she was personable, highly knowledgeable, and genuinely took the time to understand my personal circumstances, priorities, and long‑term goals. Jodie clearly explained my options and worked through a range of possible scenarios with me, helping me understand how different choices could impact my future plans. Her experience supporting Defence and ADF members was particularly valuable and gave me confidence that the advice was well‑informed and relevant to my situation.

I really appreciated the thoughtful, tailored guidance provided and the time taken to ensure I felt supported and well‑informed. I couldn’t recommend Jodie more highly and am extremely grateful for the quality of service received.

Jodie had clearly taken the time to prepare for our meeting and listened to our needs. She explained things clearly, even complex matters were discussed in a way that was easy to understand.

Jodie clearly approaches her role with integrity and skill.