Review history

Marjory, 65+ years, Surfers Paradise, QLD

"Judy has been my financial adviser for over 20 years and during that time I have found her to be professional, clear sighted and understanding in relation to my personality, relationship situation and financial situation and needs. She has always acted with openness, integrity and an excellent understanding of what works best for me. I would never hesitate to recommend her to family and friends."

Marjory, 65+ years

"Judy has been my trusted adviser since 2003. She has managed to steer me towards a more secure future once I retire from work. She has always understood my circumstances, both personal and professional and has worked within those parameters to provide sound advice."

Review history

Dianne, 65+ years, Manly West, QLD

"I have found Judy to answer my email questions promptly. With my MLC Wrap Pension Account going through changes and no longer offered, I had a lot of questions to be answered and clarified to give me understanding, guidance and confidence in the new product. Although I have known her from working in the NAB and her looking after my mother's affairs, I have found her to give an unbiased guidance. No question is too small or big to answer. She makes me feel relaxed and I can trust her. She has extremely good knowledge of the industry. She is professional in her handling of everything."

Dianne, 65+ years, Manly West, QLD

"I have always found Judy to be highly experienced and knowledge great for my situation. She explains things clearly and is honest in her dealings. This is what you want in an adviser. If you do not understand something you can ask her and she takes the time to explain so you can make an informed decision. In this economic climate you need help to minimize any losses whilst trying to maxiumize your gains."

Dianne, 56 - 65 years, Manly West, QLD

"Judy has given me advice in areas of consolidation of superannuation accounts, the best superannuation products to fit my needs, according to my risk scoring and finally retirement and pension. Judy was able to explain things to me in a clear manner. She took her time to answer any questions I asked to give me the understanding I required to make my decision. I have confidence in her knowledge and experience."

Review history

Diane, 56 - 65 years, Gold Coast, QLD

"Judy has been an excellent adviser especially with helping me with my superannuation and retirement plan for my future years. Nothing is too much trouble she always gets back to me quickly with any queries I may have and always provides well structured advise. Having an adviser that stays in touch and works in a partnership is a critical investment for todays uncertain times."

Review history

Carmel, 65+ years, Sunnybank Hills, QLD

"I have been a client with Judy since 2004. Over these last 20 years I have had many different situations confronting me. From being in the workforce, to family situations that affected me financially, to now being retired. However, if I didn't have Judy to rely on, I wouldn't be where I am today. I knew from the start that our business rapport was destined to be successful, as she made me feel comfortable with what I needed to do in my financial world. It can be very scary, but we have met many times over the years on a regular basis & each time there is always something different to challenge me. Judy, however, always has great advice & I always feel relieved when our meeting is finished. She sets me a task to help myself too, which is good for me, but, I never feel pressured into a deadline. Anything to do with paperwork & numbers is always mind boggling for me, so I'm very fortunate to Judy as she explains everything in plain English. I trust Judy to always advise me openly & honestly about all my financial affairs. Judy provided me with a strategy that enabled me to have my funds working hard, whilst it was always possible to have certain funds accessible if necessary. Her willingness to always respond to my questions & concerns is very admirable. She is at the ready & is happy to research anything that's of a complex nature. There are many areas of finance that Judy assists me with & I appreciate her ongoing advice in all areas. I am looking forward to a worry free retirement with happy memories of travel & other activities that I plan to attempt. Thank-you Judy for our financial partnership. I always appreciate that, but I always feel I'm meeting a friend as well, not (just) my financial adviser. I know I will always feel safe & secure in my financial arrangements & I hope that our business relationship will continue to grow & prosper. Many thanks to Judy & her team. Yours faithfully, Carmel Nolan"

Carmel, 65+ years, Sunnybank Hills, QLD

"I have known Judy for a number of years & I really don't know what I would do without her ongoing assistance. She is always available & continues to be there for me with prompt responses. I'm not always able to understand the skills she puts into practice but that's why I'm a client as I have total trust in our informed decisions we make together. She has the invaluable ability to always research any questions I may have with honesty & integrity. Her professional & friendly manner gives me confidence to allow her to undertake the work she does for me. I am truly grateful I have Judy as my Financial Adviser. I would definitely recommend Judy to my family & friends."

Carmel, 65+ years, Sunnybank Hills, QLD

"I have no idea how I would manage without Judy's expertise, advice & follow-through attitude. I feel very confident that Judy is & will be able to give me clarity & knowledge in order for me to benefit from our association."

Review history

Jan, 65+ years, Birkdale, QLD

"I am able to understand all Judy's advice even though I have limited knowledge of financial matters."

Jan, 65+ years, Birkdale, QLD

"We have been going to Judy for many years and have had excellent advice from her in our working years enabling us to ease comfortably into our retirement. Her way of advising us of changes made by government and making sure our money is working correctly for our needs is done so we understand all the procedures."

Jan, 65+ years

"JUDY ALWAYS COMMUNICATES SO THAT WE CAN UNDERSTAND OUR FINANCES AND HER SERVICES ARE EXCELLENT WHICH WE NEED NOW IN OUR RETIREMENT."

Review history

Kylie, 46 - 55 years, Rochedale, QLD

"We have always found Judy to be very thorough in her work and very professional. Judy always takes the time to explain and advise us on all our investment, insurance and retirement strategies. We are very confident dealing with Judy and look forward to continuing our relationship."

Review history

Janet, 65+ years, Mount Gravatt, QLD

"Judy is a kind, caring person. Judy is very knowledgeable in her business. We have 100% confidence in Judy. Judy will explain everything in a way that we can understand. Judy always has the answers, if she doesn't she find a answer for us."

Janet, 65+ years, Mount Gravatt, QLD

"Judy is always friendly, has lots of knowledge, is always there to help us whenever needed.We have a lot of confidence and trust in Judy. Judy is always very professional and is always happy to answer any questions we have."

Janet, 56 - 65 years, Mount Gravatt, QLD

"Judy is a very friendly helpful person . I would recommend her to any one who is looking for financial help."