Testimonials

“Michelle (and her team) provided my wife and myself with invaluable financial advice during all our meetings and kept us informed of the process. She used simple and easy-to-understand language (no jargon) and spent a detailed amount of time going through the different strategies available to us. I would highly recommend her to family and friends.”
– David V from ALBION

“Michelle and Ken were able to give me advice, guide and support me with my new business and managing my superannuation and insurance amongst other financial concerns that I had. Michelle was able to explain things to me in a clear way. I felt very confident that the advice and care given was right for my needs. I will be seeking their professionalism and expertise in the future.”
– Lee A from KEILOR DOWNS

“Michelle made finding new income protection so easy and straightforward, I would highly recommend her and her husband Ken.”
– Katie L from ASHBOURNE

“Michelle was fantastic, informative, and friendly throughout the whole process. Would highly recommend, as some things seemed tricky to understand, but her easy-going and informative style made me understand everything quite easily.”
– Michael N from HAWTHORN

“When I first spoke to Michelle I had no idea about Superannuation and Insurances. When speaking to Michelle bout superannuation and Insurances she was clear and able to explain things in a way even I understood. You can tell by speaking to Michelle that she knows what she’s talking about and really cares about you as a client. I have already recommended her to people, and will continue to do so.”
– Kathleen M

“Michelle and Ken are quite a team. They are extremely knowledgeable and one of the most proactive professionals I have worked with. Michelle was excellent in helping us to navigate a complex set of insurance setup and updated and guided us each step of the way. They had a plan and recommendations on how we should setup our insurances and demonstrated great subject matter expertise during the process. Even working remotely with them was a breeze and we felt comfortable reaching out to them with any questions we had re our insurance needs.”
– Karan from CASTLE HILL