Greg and Ta Young

My wife & I first visited Julie a few years before I retired. I'd previously been to 3 other financial advisers & had not felt at ease & comfortable with the person on the other side of the table. Julie was different. We had numerous visits to Julie, Some months later we had the knowledge to make some rational financial decisions with Julie. We were slow learners! Since then we experienced the financial crisis. It was never a concern for us as such events had been factored into the plan. We rode out the chaos that other financial advisor's clients experienced. Julie helped us finalise our superannuation investments early this year. We were clear & comfortable with our final decisions. It's doing fine! 

The experience with Julie has been positive in all regards, she is generous with her time, knowledgeable, innovative & totally committed to obtaining the best result for her clients. She certainly has been for us. Some services provided, at no cost to ourselves, have gone beyond what would be expected from a financial advisor. 

We have never regretted our decision to involve ourselves with Julie & look forward to our next visit.