Shannon Smit

I have been working with Shannon for the last 18 years and her knowledge and support has enabled me to retire at 55. I owned a small family business that my children now run and Shannon initially provided the accounting services and as the business grew so did her provision of services and we set up a SMSF 10 years ago. With the help of Shannon and Bianca I recently was supplied with a financial plan and hence the retirement. I now own properties in the SMSF which generate income. This is probably the best decision I made for my financial freedom BUT it has been challenging with highs and lows of running a small business and many times I wanted to sell everything and give up! Shannon encouraged me to stay the course and its paid off.

Shannon has assisted my parents/family with a range of financial services over the past 12 months. She provided initial financial advice, when my parents moved from their long term financial adviser, to also assisting with aged care modelling and post restructuring of assets, investments, superannuation etc after my father passed away. Shannon and her team have at all times been thorough, diligent and caring whilst providing expert advice about a range of, at times, complex requests with moving targets. It has been very reassuring to know that my parents and indeed our families needs were being looked after by such ethical, knowledgeable and diligent experts. I strongly recommend Shannon and her team for all your financial advice and/or management needs.

I turned to Shannon and Bianca for a full financial plan after my divorce. I had some initial financial advice from a different provider but I did not have a clear picture of my situation or my options. So, I turned to Shannon. I could not have been more happy. Shannon and Bianca took the time to get to know me, my current financial situation and my goals and aspirations. They then modelled out a number of different scenarios with a combination of advice around investments, property, rent-vesting and my superannuation. They provided me with real clarity and incredible peace of mind. I was left in a position where I could make an informed financial decision about the next 15 years of my life. The also gave me clear advice on my superannuation which has been terrific. Every year I get their plan out to see how I am tracking. They are kind, professional, patient and clever operators. Highly recommend.

Shannon has been with my family through thick and thin. From growing the business, to closing the business. From making sure the kids school fees are covered to losing a family member. She and her team deal with the financials so I don't have to. I can spend time with my kids knowing that she has my back and has protected my wealth. Shannon and her team cover a wide breadth of services, from financial planning, wealth management and estate planning. Thank you again Shannon. I want you to know you have helped me pull through this difficult time in this family's life and you have my gratitude.