Sure, I hold the top designation for my profession (Certified Financial Planner)
Sure, I'm well qualified (Master of Personal Financial Planning)
Sure, I'm experienced (over 30 years in the industry, over 15 years in my speciality)
Sure, I can advise on Retirement planning, Tax-effective investing, Personal Insurances & Mortgages......
But what I specialise in is an individual approach to understanding your Money Personality and how that effects your financial decisions, how to work with it, and to harness it to make better financial choices whether that be choosing the right type of loan at the beginning of your financial journey or the right investment to enhance your enjoyment of your retirement.
And I love seeing the results, people passing the 'sleep test' knowing they have the right result for them, and also knowing they have someone working with them on an ongoing basis so they can relax and enjoy the fruits of their labour.
Lynette is friendly and welcoming. She speaks knowledgeably of the financial industry and puts her clients first. I was very impressed with her experience and approach and would be happy to recommend her to friends and family.
Very competent management of finances, with all advice carefully tailored to individual circumstances.
Lynette is very friendly, frank and helpful. Her professional knowledge and experience is much appreciated by us and gives us confidence in her advice.
Lynette has been our adviser for many years and we feel confident with her eye on our finances. She has followed the changes in our circumstances and adjusted our portfolios accordingly always with the personal touch that is so important. Any questions over the phone or by email are answered promptly and by someone who knows who we are.
Lynette handles you as though you were her only client therefore you feel confident and special. She has guided us through the ups and down of financial turbulence with aplomb.
- Adviser status Platinum
- Number of reviews 21
- First year providing advice 1998
- Years of experience 24
- Master of Financial Planning
Actonfinancialplanning Pty LtdUnit 5, 43 Comrie Street
Wanniassa, ACT 2903
- 9:00am – 6:00pm Monday – Friday
Capitalwise Financial Services