Debbie Lin

Alan, 65+ years, Oatley, NSW

"I wanted to have a review of our SMSF and the strategies we had adopted carried out by an independent adviser. We chose Debbie on that basis and were very happy with her Report/Financial Plan with recommendations and reasons for some changes. We are in our 70s and it was reassuring to get an unbiased Statement of Advice on how we could better secure our funds while still earning the income we need. I would have no hesitation in recommending her for anyone needing financial advice."

• Superannuation
• Self Managed SuperFunds
• Cashflow & Income
• Complex Investments

Aaron, 46 - 55 years, Peakhurst, NSW

"I was in a situation where my mother was suffering from dementia and had to go into care. I was totally ignorant of her financial affairs when I was forced to assume control over them. Deborah was able to streamline this process and uncover much of the information needed while keeping me informed and up to date. I found her help to be invaluable."

• Retirement & Pension
• Aged Care
• Cashflow & Income

Catherine, < 35 years, Peakhurst Heights, NSW

"Deborah gave me advice on investing and preparing for the future. She was able to create a plan tailored to suit my needs. As a first time investor, I appreciated how thoroughly she explained her recommendations and helped me execute them at every step of the way. I would definitely recommend her to others seeking an adviser!"

Lynne, 56 - 65 years, Oatley, NSW

"Deborah has extensive knowledge in relation to aged care advice. She has been absolutely wonderful in supporting me with financial decisions through a very difficult time. I can't imagine trying to navigate all that is required in relation to aged care entry without Deborah's assistance. She helped me every step of the way. I have already recommended her to a number of people. I highly recommend her services."

• Aged Care

Lawrie, 56 - 65 years, Sandringham, NSW

"Mi self &mi wife got all the information we required"

• Superannuation
• Retirement & Pension
• Tax Strategies

Mark, 56 - 65 years, Oatley, NSW

"Deborah is astute and friendly, a pleasure to deal with."

• Superannuation
• Retirement & Pension
• Tax Strategies

Peter, 56 - 65 years, Roselands, NSW

"Debbie provided us with concise, informative and knowledgable financial advice that certainly met our expectations and financial needs. All this was provided in a most professional, accomodating and above all friendly manner. A pleasant experience all round."

• Superannuation
• Retirement & Pension
• Tax Strategies
• Growing Assets

Bronwyn, 65+ years, Hammondville, NSW

"We can't speak highly enough about Debbie.A work colleague recommended Debbie as a financial adviser prior to our retirement.The advice we have received from her has been first rate,both pre and post retirement. We feel very comfortable with Debbie,and she is always available to answer any questions we may have either by phone or email.Her fees are very reasonable for the quality and care she provides to us."

• Superannuation
• Retirement & Pension
• Tax Strategies

Geoff, 65+ years, Oatley, NSW

"My wife and I have been seeing Debbie Lin for several years now and are very pleased with the way that she has assisted us with her excellent financial advice and knowledge and especially with her helpful guidance in preparation for our retirement years. We would highly recommend Debbie to anyone who needs highly professional and very practical financial advice."

• Superannuation
• Retirement & Pension
• Tax Strategies

Steve, 46 - 55 years

"Debbie is a great adviser - knowledgeable, professional, friendly, and helpful, with a very pro-active approach. Over the years she has been able to offer advice with my changing financial needs and has taken the time to really understand my financial state and which works for me. I feel comfortable about my financial situation after working with Debbie. I would definitely recommend her services.'"