Our happy clients
Trust is a dicey subject – especially when it comes to money. Everyone wants to be trusted but few people are willing to put in the work to show themselves trustworthy. Let what our happy clients are saying be your guide.
Don’t hesitate! Getting advice from Marion was the perfect solution to the problem I was facing in relation to retirement planning. I had consulted a financial planner previously, but did not feel listened to or understood. Rather, I felt that I was being sold a package that was of more benefit to them than me. This meant I had little confidence in the plan presented. With Marion I feel that my interest were paramount and am confident that I am on track financially to pursue my retirement life as I envisage it.
Marion’s expertise & patience in helping me transfer my superannuation funds has been second to none and I trust and appreciate her advice. I feel confident that she will protect my interests at all times. Thanks Marion. I will not hesitate to recommend her services to friends.
Everything is better with Marion. I am able to live without worrying, I’m not left in the dark about the world of investments- Blue Edge keeps me up to date, and the website is helpful. I’m very happy my concerns are being looked after in a professional manner. Marion’s help has been inestimable.
I’ve already recommended Marion to my niece and her husband because they were disenchanted and they needed some advice. I would recommend her to anyone.
Christina has taken care of my finances – very successfully – for over twenty years. I have absolute faith in her judgment and trust her implicitly. She has become a very good friend.
Thank you for your very professional (as always) review at this morning’s meeting. I am very appreciative of your time and excellent advice given at all of our meetings. It is lovely having someone look out for my welfare.
Thank you for your assistance. Your help has allowed us to really focus our affairs in a meaningful way.
Christina is passionate about her work, she cares about her clients and doesn’t try to “sell” any product, no underlying purpose or other agenda”
I learnt more about my portfolio in my first 2 hours with Marion than I did with my previous financial planner of 9 years. I’d recommend her any time, out of 100 I would give her 110%.
Thank you for your advice & guidance regarding my unexpected change in my financial situation. It is a pleasure to deal with such caring people.
You eased us through the hazards of retirement, centrelink & financial institutions. Thank you Marion & all the team.
I needed to finish work because my arthritis got bad, I had some super and didn’t know what to do with it or where to put it. Marion was lovely, sorted it out and found me a $40,000 insurance option within my super that I didn’t know about. I feel like she is a lovely friend as well as my financial advisor, I feel I can depend on her and trust her.