Testimonials
See what our clients have to say about us!
Sandy is very detail oriented and thorough.
She handled our personal wealth and income review and was very professional and gave realistic advice.
Samantha Ellis
Sales and Account Management Professional at Bay Corporate Travel
I've worked with Sandy closely over the past couple of years in respect of insurance solutions both for my clients and myself.
Sandy's extensive experience of insurance products and wealth protection strategy is evident in every interaction with her.
Sandy ensures her clients actually understand their insurance products and coverage, and makes the whole process easy and stress-free.
She provides quality service and a thoroughly considered solution every time!
Emilia Adorna
Business Services Manager at Catalyst Financial
[...] Sandy was professional, friendly, honest and explained everything in an easy to understand manner.
Sandy made us feel very comfortable and has given us peace of mind that our family and lifestyles are protected.
We cannot speak highly enough of Sandy’s advice and would recommend her to anyone.
Yair Jacob Iny
Partner at KPMG Australia - Powered Data and AI
Sandy is very professional and efficient, she certainly knows her different products and recommended what would be right for me.
Sandy's made the whole process very simple.
Tina Clark
Director at Laurentide Financial Services and Auscorp Finance
I have now known Sandy for several years and am always impressed by her professional acumen and knowledge.
As an ex financial planner I've always noted that many profess to have the skills and knowledge but with Sandy I am very comfortable in saying those skills are real.
Combined with her strong ethics I am very comfortable recommending Sandy as someone people should be talking to about their Risk insurance needs.
Phillip Allen
Director at My Debt Adviser & Integrated Insurance Solutions
[…] I had worked with other Financial Planners/Advisors but nothing had prepared me for the depth of knowledge, expertise and common sense that Sandy brought to the table.
[…] Sandy was able to come up with a fantastic superannuation and insurance plan for me that was more comprehensive and sophisticated than the ones I had […]
She also managed to explain the process in a way that made me feel comfortable, in control and confident.
If you’re looking for someone who knows exactly what’s happening in the world of insurance and superannuation [...] and is also great to deal with, then Sandy would be perfect for you and I highly recommend her
Elaine Davies
Buyers Agent at New Road Property
I was considering entering the property market and approached Sandy to discuss protecting my income.
[...] Sandy’s experience was immediately apparent. Throughout the process, I found Sandy’s professional approach, friendly manner and concern for my well-being to be very reassuring and I was completely at ease, knowing that I was well looked after. [...]
It was a great relief to find someone independent and experienced.
Thank you Sandy.
Jo Cramp
Registered Nurse / Dietitian
I had reason to rely on Sandy’s services rather heavily after the sudden death of my husband.
It was a devastating and emotionally traumatic time for me, and Sandy helped in so many ways.
She quietly and efficiently went about processing the insurance claims – always so attentive to my needs.
The claims were completed extremely quickly, with what seemed like little input from me.
I can’t thank her enough for this and would not hesitate in highly recommending her.
Linda Brander
Director at Newscast PR