Maree Lovell

Lorrequer Wealth and Advisory

Gold
32 Yrs Experience
Adelaide, SA 5000

Recent reviews

Lorrequer Wealth and Advisory

261 Sturt St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 36
  • First year providing advice 1990
  • Years of experience 32
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.90
36 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 36

Sort by

5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'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.'"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'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.'"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After disappointing experiences with previous planners, we can not speak highly enough of MAREE. We met her at a time when things were looking great for us financially and then due to illness, life was turned upside down. In both circumstances she responded quickly and appropriately. Maree is courteous, intelligent, skilled, no spin or BS, honest, trustworthy, patient, friendly, interested, genuine, proactive , compassionate, hard working, attentive, understanding, straightforward. She only wants the very best for her clients. We are more than delighted to recommend her."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"she is fantastic, trustworthy, informed and more"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Maree understands our living requirements and has been able manage our fund to meet them whilst retaining a healthy fund balances. Additionally she has been of great assistance in dealing with Centrelink on our behalf and maximizing our pensions. We have recommended her to a number of Family and friends."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 36

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1992

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
1992

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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