My focus is listening to clients. By listening I gain a deeper understanding of what is important so I can provide quality personal easy-to-understand advice. This individual advice guides clients toward achieving their lifestyle goals by enhancing their financial confidence and position. I enjoying working through the financial puzzle of our lives.
Working as part of the independent financial adviser community provides the assurance that all advice is based on the client’s best interest.
This was our first time with a financial advisor and we were very disappointed with the result. We were let down by poor communication. Our emails would often go months without a reply to simple questions. We outlaid over $5000 for Naomi's services and for that we received only a very basic financial roadmap and an insurance quote. We waisted our money and regret going with Naomi. Would not recommend to anyone.
Naomi assists with our questions in the minefield of retirement income with much patience and humour. Much appreciated.
Very helpful. Responds quickly and explains clearly.
Over the years that Naomi has been guiding us we have found her to be very helpfull.
- Adviser status Gold
- Number of reviews 40
- First year providing advice 2001
- Years of experience 22
- Certified Financial Planner (CFP)
Clover Financial Group Pty LtdSuite 1, 15 Torrens St
Braddon, ACT 2612
- 9:00am – 5:00pm Monday – Friday
Independent Financial Advisers Australia Pty Ltd