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Tim, 56 - 65 years, Dubbo, NSW
"We have always been wary of financial services but Kate has been professional and respectful and always explains her strategy and works in with what we are comfortable with."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
Jane, 65+ years, Narromine, NSW
"I dealt with Kate regarding my parents' share portfolio and when they passed, I called on Kate to assist me with the sale of their shares. Kate was always responsive, result focused and friendly. Kate provided me with very clear information that I could easily understand and was of great assistance to me."
- Shares & Investments
Sue, 65+ years, Wallabadah, NSW
"We found Kate to be very professional, friendly and knowledgeable and was able to advise us on all our needs. We are always able to contact her and she is very prompt and efficient in dealing with our requests.
I would highly recommend her to friends family and acquaintances."
- Retirement & Pension
Douglas, 65+ years, Dubbo, NSW
"Kate makes things very easy to understand and has done a great job in managing my finances I have followed her advice from her CBA days to IronBark and now to Hillross and would not deal with anyone else"
- Government Assistance
- Superannuation
- Retirement & Pension
- Shares & Investments
- Tax Strategies
- Budgeting
Thomas, 46 - 55 years, Dubbo, NSW
"Kate has always been very professional with her job and that follows onto client relations being very helpful pro active and efficient in all aspects that may effect my portfolio with Hillross Dubbo . The advice given by Kate has been very effective and beneficial to my portfolio, awesome attitude, excellent etiquette,very professional and compassionate to my individual needs"
- Self Managed SuperFunds
- Shares & Investments
- Property Investment
- Cashflow & Income
Neil, 46 - 55 years, Parkes, NSW
"She is excellent of what Kate does she know her job very well"
- Superannuation
Jillian, 46 - 55 years, Wellington, NSW
"Kate is always friendly, informative and professional."
- Self Managed SuperFunds
Richard, 65+ years, Dubbo, NSW
"We have trusted Kate for many years and find her down to earth and helpful. She has helped us remain independent in our retirement. She has given us sound advice and is very professional."
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
- Tax Strategies
- Growing Assets
- Budgeting
Katie, 35 - 45 years, Dubbo, NSW
"Kate made our lives so much easier helping us sort out our insurances
Kate makes everything so easy to understand and puts your mind at ease that you have the right amount of cover without over paying for it
Kate also was awesome whilst helping my partner through a traumatic claim
I highly recommend Kate"
- Insurance Protection
Mark, 65+ years, Dubbo, NSW
"Kate comes across as a professional and at the same time can explain answers in simple terms. She is confident, and answers all questions. She is a guiding light when you do not have the skills in this area. Kate is a real assett to your business."
- Superannuation
- Managing Debt
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Property Investment
- Cashflow & Income
- Tax Strategies
- Growing Assets
- Budgeting