Kelly Mitchell

Kelly has reviewed the financial situation with relation to and aged care placement for our father. Her analysis and detailed response has allowed us to make appropriate decisions for his care and understand better the current system including Centrelink likely outcomes. She was professional, efficient and supportive at all times and we greatly value her work.

Kelly helped us to refinance our home and business loans. She listened to our ideas and understood what we were hoping to achieve and put us on the right path. Kelly’s advice around structuring our debt was clear and easy to understand. I am more than happy to recommend her services.

Kelly has always given me good advice in the areas of shares & investing, superannuation and pension. I have found Kelly takes the time to explain things to me in a way that I can understand and she has always been available to answer my queries. I have been dealing with Kelly for 6 years now and have always found her pleasant, helpful and extremely efficient.

Kelly has given us extremely good advice with our share investing and wealth creating.....she always gives us the time to work through scenarios.....over the years her helful advise has enabled us to live through our retirement years worry free from financial burdens