Michal Lancemore

"Michal is very helpful, approachable and knowledgeable. I feel comfortable following her advice."

"I sought advice from Michal after the sudden death of my husband, when I didn’t have a permanent position of employment and I needed to support three children, the youngest only 8 years of age. My husband had managed our finances, involving me, but I left him to make the final decisions about money. He had no life insurance but a share portfolio, which I used partiatally to pay off the mortgage on our home. When I first spoke with Michal, I explained and apologised in advance for my lack of financial knowledge and understanding and Michal quickly picked up on my fear for our financial future. Allaying that fear has been her biggest challenge. I have worked with Michal for over 15 years. In that time she has always been extremely professional in her approach. Organising times consistently for reviews, great time management with her appointments, up to date with changes in the sector and well prepared to suit with advice to meet my specific needs. Her personality, fun and caring manner has guided me to my retirement this year. She definitely is someone that I look forward to catching up with usually in a relaxed meeting place. She has taken time and patience to build my confidence and is always there to support when I have financial hurdles to jump. Working with Michal has been extremely successful. Exactly the phrase you need to give to your financial planner. I am retired with a very healthy super fund, a wealthy share portfolio and debt free. I am relaxed about my retirement and confident about the years ahead. I never thought I would achieve this goal. Michal is responsible for my relaxed approach. I have recommended Michal to my 3 children and they have absolute trust in her guidance. To refer a financial adviser to your closest family is high praise for the job she does, her professional approach and the warmth and care she shares with her clients to build successful outcomes together. I highly recommend Michal Lancemore for this award."

"My wife and I have been using Michal for many years now, and have recommended her to several friends. She is super helpful, really nice & friendly, knows her stuff and has provided us with advice and assistance in a range of areas that has helped us grow our assets and manage our income in a way that suits us."

"Michal was referred to us through a friend to be able to be more proactive with managing our finances. Michal has consistently provided sound advice and has allowed us to make informed decisions with managing our portfolio, particularly with our superannuation accounts"

"Michal has been our trusted financial adviser for over 10 years. We are so grateful for her knowledge, support and understanding of our family over all of these years. She has truly become a friend, and we value her honesty and advice which has helped guide our decisions and financial way forward. She absolutely considers all possible scenarios and strategies and we very much appreciate this. We look forward to many more years together."

"We have been with Michal for several years now and could not be happier. Michal has navigated us through the period when you transition to retirement. The advice and guidance we have received from her has been invaluable. We trust her implicitly and rely heavily on her knowledge, common sense and integrity. We would highly recommend her to family and friends as we have the highest confidence in her abilities. These talents are enhanced by her natural caring personality."

"We've had the pleasure of working with Michal for over 20 years now and she's been invaluable in providing professional advice in language we can understand. During this time, we've bought and sold homes, retired early, downsized enabling us realise our asset and top-up our Super, made a tree change and also moved interstate - and none of it would've been possible without the professional financial guidance from Michal. She's an absolute delight to work with, always sharing a laugh, and always ensuring we are making sound financial decisions. We trust Michal and I know her other long term clients do as well because I've actually met them at Hudson functions. In an industry where trust is paramount, but sometime hard to find, Michal is GOLD."

"Michal's approach is well thought out and researched in advance. Her method is to the point but able to be followed by the lay person. Options for consideration are appreciated in contrast to a 'no alternative solution'."

"Michal has been our financial adviser for approximately 10 years and she has guided us through many aspects of our financial journey such as Superannuation, Managed Funds, Share Investments and Property purchasing. We have built an amazing rapport over the years and trust in the advice and guidance she has provided. She has been a great source of support and is always thinking of different ways to help us build our investments and wealth. She makes the process very easy and will always follow up on any questions or help that we need."