Liz has given me advice on my transition to retirement and the most effective strategies for utilising my Superannuation into old age. She has offered me information and support on budgeting and cashflow. She is always available when I need her assistance and Liz and her team have gone above and beyond to resolve any admin issues with my Super fund. I am both confident and relieved that she will be on my team when I need to navigate government assistance and aged care in the future. I have already recommended Liz to several of my friends.
Liz is highly competent, diligent and trustworthy. Her financial planning advice is well researched, appropriately tailored to my situation and reliable. I highly recommend her services.
Halcyon Wealth Advisers Pty LtdLevel 6, 65 Berry Street
North Sydney, NSW 2060
- 9:00am – 6:00pm Monday – Friday
- Adviser status Bronze
- Number of reviews 2
- First year providing advice 2001
- Years of experience 22
- Certified Financial Planner (CFP)
Madison Financial Group Pty Ltd