Kerry Millar

Two very important things that anyone must have in a financial planner are TRUST and demonstrated EXPERTISE. After meeting with several Financial Planners who provided proposals, we didn’t feel confident with any of them. It is a huge thing to hand over all your personal financial information to someone, let alone to then allow them to manage it for you. We are thankful to this day, that we came across Kerry Millar of TCA Financial Planners. Kerry’s background in banking and financial planning over many years is exemplary and we immediately felt comfortable with her due to her “down to earth” approach and positive, supportive personality. Kerry actively listened to what we wanted to achieve for our retirement and put together a proposal that was detailed and transparent. She explained everything in an easy-to-understand way and never once made us feel inadequate when we asked questions. We met with Kerry each year in the five year lead up to our retirement, discussed any changes to our plans, implemented suggestions that allowed us to maximise contributions to our superannuation accounts, which now, in hindsight, worked very well for us. It was obvious that we could trust Kerry implicitly with our retirement financial planning. Three years into retirement, Kerry has assisted us with the smooth transition from 42 years in full-time employment to a comfortable self-funded retirement. We enjoy our yearly meetings with Kerry and can contact her at any time should we have any concerns or queries. We have no hesitation whatsoever in recommending Kerry and TCA Financial Planners.