Heidi Schwegler

Heidi came highly recommended by a friend, confirmed by our trusted accountant who researched her and her company before we made the decision to move forward with our dealings with her. She has been very professional and also compassionate and caring of our particular life situation. We would highly recommend her to anyone dealing with financial changes and moving forward in life toward retirement. Her advice has been fantastic.

Heidi presented her point of view and knowledge in a manner that was understandable. She presented her advice in a forthright and professional way. I was impressed that she offered other options eg low income health card, not normally offered by previous financial planners. I feel totally comfortable with the advice received, even after putting up my point of view which she acknowledged as part of the process.

Heidi has given me advice and thorough explanation in areas including shares and investments for future growth of my assets. Heidi used simple pye graphs and explained things clearly to me. I felt very comfortable in Heidi’s presence and confident in her knowledge and experience. Heidi was always avalailable when appointments suited me and sympathetic to a bad period in my life. I always received Heidi’s full care and attention.

Heidi was extremely helpful especially in anticipating questions and rigorous with detail. She is quick to inform me of any protocols and errors in information I was providing her.