Our goal is to help your retirement be stress free, happy and cost effective using only best of breed investments!
Our team has been doing their jobs for a very long time and understand that each client’s needs are important and so our practice is to be as efficient as we can possibly be!
We have set fees for set services. No percentages or commission from companies for new business.
We chose Anne-Marie because friends of ours were with her and spoke highly of her. Originally went to Anne-Marie to see if we could retire. We did not know what we had in super and assets, how to manage or set out a plan for our needs to retire. She kept us up to date with everything and when we go to reviews, she is able to explain things to us in an understandable manner. Her friendly nature also makes us feel a special part of her organization. Highly recommend Anne-Marie to anyone needing assistance with managing their super or meeting goals to achieve early retirement.
Very happy with the service and advice given by Anne-Marie and her wonderful staff.
Absolutely loved dealing with Anne-Marie and her really lovely team. So quick to get back to us on every matter. Made it all so easy to sort out!
Anne-Marie was extremely helpful sorted out all the grey spots in our proposed retirement
Cannot thank Anne-Marie enough for her time and expertise!!! The prospect of juggling retirement, superannuation and personal finances was a daunting if not overwhelming task for us. Anne-Marie spent time reviewing our circumstances, learning what what was important to us, and our future needs. Her wealth of knowledge, experience and diverse expertise is beyond exceptional!!!! My husband and I cannot recommend Anne-Marie highly enough. What separates her from the rest is she listens, she cares, and she is so exceptional at what she does .👍👍👍
- Adviser status Silver
- Number of reviews 9
- First year providing advice 1980
- Years of experience 43
- Diploma of Financial Planning (1-8)
Seagrims - Your Financial Planners12 Marryatt Street
Port Augusta, SA 5700
- 9:00am – 5:00pm Monday – Friday
- In person
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