Previously QInvest Financial Adviser, provide comprehensive face to face advice around pre-retirement and retirement planning.
Juliet has given us advice in areas of the financial process of downsizing, including using superannuation assets to best advantage for optimum eligibility for Centrelink benefits and simplifying management of cashflow. Juliet was usually able to explain things in a clear way and we usually received her full care and attention when we needed it. Through Juliet's knowledge and experience, we feel very confident that the advice given was right for our needs.
Juliet has given me advice around superannuation, tax strategies and cash flow. Juliet is usually able to use the whiteboard to outline clearly the background behind strategies. I feel confident in Juliet’s knowledge and experience given my ongoing relationship with her.
Juliet is amazing, confident & has been spot on with all her advice. I would highly recommend her service & knowledge to anyone.
Juliet has given me advice on self managed super fund , managing debt ,loan products . Juliet has always explained clearly the process involved in effectively managing my finances successfully. No question has ever been left unanswered. I have always found Juliet professional,knowledgeable and approachable. I have recommended personal friends also and they too agree her help and advice has been invaluable.
Juliet gave me advice about my Super and particularly advice about my ability to undertake some renovations. I also discovered I was in a better place financially than I thought I was. I think Juliet was very good at responding to my individual needs and helping me have a more comfortable and fulfilling life in my retirement. I am so glad I sort her advice.
- Adviser status Bronze
- Number of reviews 6
- First year providing advice 1998
- Years of experience 25
- Advanced Diploma of Financial Planning
Financial Advice Matters Group Pty LtdSuite 1, 1 Annand St
Toowoomba City, QLD 4350
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Alliance Wealth Pty Ltd