I felt totally comfortable from our first meeting with Maree, impressed with the professionalism of Maree and her team. They have always been on top of any actions they or we needed to do and laid out the actions in an easy to understand Statement of Advice and follow up emails. Maree and her team have been in contact when needed and are always available if we need advice. Maree listened to our concerns about our superannuation has set up a regular pension which adds to our income while reducing fees and charges from underperforming superannuation funds. I always receive Maree’s full attention when I need it.
Maree has been extremely helpful with all of our financial needs. She was clear and easy to understand. Through Maree's extensive knowledge and experience, we feel very confident in our future financial situation. When we met Maree, she immediately made us feel at ease, she made us feel safe and secure, and explained everything so we both could understand. My husband is ill and Maree came to our home to meet with us on numerous occasions, which was fantastic. We would highly recommend Maree to all our friends, family and anyone needing advice (we already have). We are so very glad, we were fortunate enough to find Maree and her team. Thank you so much Maree.
Maree provided my wife and I advice on retirement planning strategies including superannuation, pension accounts, lifetime annuities and aged pension availability along with estate planning strategies. Maree listened to us and then provided comprehensive well structered options within our plan, the content of which was fully explained and easily understandsble, no mumbo jumbo. The advice was backed up by strategy explanations and options.
'Maree has given us advice in areas including, self managed super funds, budgeting, goal setting and forward planning. Maree is able to explain things to us with clarity and reason. Through Maree's knowledge and experience, we feel very confident that the advice given is right for our needs. We always receive Maree's full care and prompt attention when required.'
'Maree advised me in areas including Centrelink, retirement strategies including superannuation, downsizing as well as completing all the complex Centrelink forms. Maree explained things to me in a clear way. Through Maree's knowledge and experience, I feel very confident that the advice given is right for my needs. I always receive Maree's full care and attention.'
Lorrequer Wealth and Advisory261 Sturt St
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 36
- First year providing advice 1990
- Years of experience 32
- Certified Financial Planner (CFP)
Oreana Financial Services Pty Ltd