Donna Powell

Donna provided me with the support and advice I needed to empower me and help me manage my finances after the passing of my husband.

Thanks to Donna Lee we are now working toward a financially secure future. Donna Lee has a wonderful manner, is very relatable and always ensures we understand the advice she is providing. Donna Lee provides an excellent service and I can’t recommend her highly enough.

Donna Lee gave me advice on handling my finances, investments, superannuation and growth opportunities in order to ensure financial growth to ensure I would have sufficient income to see me through the rest of my lifetime. Given my age, recent bereavement and complexity I found Donna to be professional, competent, and available at all times to assist me through all of my financial challenges and estate planning.

Donna Lee has given me advice in areas including managing debt, cash flow, budgeting, retirement plan, superannuation review. Through Donna Lee's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Donna Lee's full care and attention.