Bob and Malou Lee

We have been using ES&A Financial services now since 2009. Moving from Sydney to Little Mountain on the Sunshine Coast, we both really needed to find someone we could relate to, as well as receive a professional level of service to look after our Portfolio. We definitely found it with ES& A. We meet with Julie approx. every 3 months and we discuss any movements and changes to our Portfolio, and listen to advice that she has to offer, we get regular phone calls (keeping in Touch). She recently had an evening with Bob Ansett, were he discussed his life, the economy and some very good tips for the younger clients of ES&A. These evenings are done on regular times through the year and Julie has invited some very interesting people to give talks on the economy etc. Julie has a great team working with her including the gorgeous Linda who is only a phone call away should you need any emergency help. 

Julie comes highly recommended by both Bob & myself.