I listen, I care and I will help you work through the problem or event that has got you thinking 'I might need some help working this one out'. I bring my experience, knowledge and toolkit of solutions and strategies to your aid to help deal with the issues that are bothering you and get you back to enjoying the things that matter most in your world.
Casey is Good to work with
We have been pleased with the assistance and advice given by Casey. She is always very helpful and pleasant to deal with. We are confident she is looking after our affairs well. Betty and Warren
Casey has always given us clear, constructive advice and always working within what we are comfortable with. Through Casey's knowledge and experience, we feel very confident that the advice give was exactly right for our need. We always feel Casey gives us her full attention and care. We wouldn't be happy with anyone else.
Casey has given me advice on financial matters including super and estate planning. She was clear and concise and alerted me to issues I hadn't consdered before. I felt she had my best interests front and center at all times.
I am very happy with Casey's contribution to my superannuation plan.
- Adviser status Platinum
- Number of reviews 15
- First year providing advice 2012
- Years of experience 11
- Certified Financial Planner (CFP)
Financial Momentum VIC Pty LtdSuite 1A, 33-35 Macedon St
Sunbury, VIC 3429 Shop 10, 34a Hamilton Street, Gisborne VIC, Australia
Macedon Ranges, VIC 3437
- 9:00am – 3:00pm Monday – Tuesday, Thursday
- 9:00am – 5:00pm Wednesday, Friday
Count Financial Limited