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Client testimonials

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We build long-term relationships with our clients, helping them reach their financial goals no matter what stage of life they're at. We'll help you implement your plan and review your progress to keep you on track over time.

Below, some of our clients talk about their experience with us.

"Upon recommendation from our tax accountant we contacted Kristie and Shane in 2004. They put together a comprehensive financial plan to guide us toward our retirement goals.  For the first time we had a clear picture of what we needed to do to make those goals a reality.  The advice and guidance we received was presented in a professional, but also more importantly a caring manner that helped remove any concerns we may have had.  We are so thankful to have met Kristie and Shane when we did, they have made an incredible difference in our financial wellbeing.  We have had great pleasure in recommending them to our family and friends, who also speak very highly of them."  (M & C Pomery)

"As a self funded retiree on an allocated pension, I was finding the global credit crisis a great concern especially when my funds were depreciating at an alarming rate.  Wealth Planning Professionals communicated with me on a regular basis and enabled me to move my money into a variety of investments that limited my losses.  Their knowledge of Centrelink has seen me able to obtain some benefits that have given me peace of mind during these difficult times.  Their integrity and knowledge of the financial markets makes them a valuable asset as they control my finances allowing me to enjoy the benefits of retirement." (A Pinnington)