In 2001 Lynne and I met with Ellen Schafer re our finances in retirement and as a result, decided to place our resources and financial future in the hands of her company. We were looking for competent financial advisors with whom we felt confident investing our money, and also personnel we related to on a personal basis. We appreciated the peaceful environment and "pampered pussies" in Main Street ... and absolutely love the environment created at Stringybark Road. Julie has now taken over the reins and continues the great work of Ellen and Kevin. Though ES&A operates with a small staff we always enjoy our visits to the office because everyone is attentive and caring doing all in their power to make you feel welcome.
Most importantly of course is the financial (and lifestyle) advice offered. We have been very pleased with the attention received in this regard. Investment advice, withdrawal advice, living account advice has all proved positive for us and relieves us of the hassles involved in managing our own finances.
Perhaps the greatest advice Julie can take responsibility for, was encouraging us to sell off some shares to afford the home where we now live. Thank you Julie.
Sincere thanks for Julie, Linda, Kym and all previous staff we have dealt with. Our financial journey in retirement has been made an enjoyable experience by your competence, professionalism and friendliness.
