Tracey McKenzie

Tracey has been my financial adviser for way over a decade. This, in itself, speaks volumes in regards to the trust I have in her financial knowledge. Tracey is extremely professional - whenever I have an appointment with her she is always well prepared and ensures that I understand what has been discussed before I leave. I can't recommend her highly enough.

Tracey has been our adviser for nearly twenty years and we could not be happier, recommending her to a number of friends and family who have since become very happy clients. Tracey's knowledge in all financial areas is matched only by her welcoming, encompassing manner treating her clients as family and making us all feel highly valued. Especially gratifying is Tracey's forward thinking in becoming specialized in advising in areas such Aged Care which is inordinately complex and we are immeasurably relieved to have had not only her advice and guidance, we have also been saved from dealing with the on-line forms. I think it is fair to say we would not have our current lifestyle were it not for Tracey's input and her specialized advise based on our lifestyle and investment predilections. We feel privileged and fortunate to have had Tracey's expert guidance so readily available and will never be able to fully express our gratitude to her.

Tracey is a clear communicator, in a field full of jargon and complexity. I'm grateful for the times she has had to re-explain concepts or advice because I didn't take it all in the first time around. And she has been willing to listen to my concerns as investment conditions changed, and to adjust our financial strategy as my perception (right or wrong) of risks changed. I certainly feel that she has our best interests at heart.

Tracey was very methodical and caring. Thank you Tracey.