Jacquelyn Sharma

I have always found that Jacquelyn listens to my concerns as trivial as they may be. She has helped me navigate responsible living post bereavement with compassion and understanding. Her practical help in budgeting and best practice for managing my finances has been welcome and beneficial. I find Jacquelyn is clear in her communication but not overbearing. I am able to voice my desires and opinions without judgement. I feel I have control of my finances with quiet guidance being available when I need it. Jacquelyn is professional, knowledgeable but very approachable and I would highly recommend her to anyone else who is in a similar situation to me.

Working with Jacquelyn, during a tough time in my life was a big change. She really helped me deal with my insurance claim when I was struggling with health problems and big life changes. Jacquelyn was proactive and knew a lot about insurance, which made everything easier for me. What made Jacquelyn stand out was her great connections in the industry. This was really helpful when things got complicated with the claim process. She could quickly get in touch with the right people, which made solving problems faster. Jacquelyn was both understanding and professional, which meant a lot to me when things were rough. I'd definitely recommend Jacquelyn to anyone who needs a smart, well-connected, and caring financial adviser.

We have been working with Jacquelyn Sharma for over 4 years and in that time she has been absolutely invaluable to us regarding our financial needs and goals. Jacquelyn's extensive knowledge of financial products, forward planning and strategy is of the highest level.

We highly recommend Jacquelyn in all aspects of financial planning.

Jacquelyn was very good at helping me with my PTSD when it comes to finances. She has given me confidence that I will be able to retire and I still have the ability to live my life. Jacquelyn took time to explain things and I like that I have never felt judged or made to feel bad about my spending or lifestyle.