Financial Planners North Shore Feedback

Our vision

Your needs and aspirations are most important to us.

We listen carefully, always put you first, then work, with you, to help you reach your goals.

What our clients say...

What our clients say...

“We have total confidence in Jane’s ability to handle our issues when they occur in a professional manner. Her friendly calming manner in all our meetings have reassured us continually.”
Angus & Sue G
“Jane is highly knowledgeable about a wide range of financial strategies. Thanks to her expertise and encouragement, my retirement is looking so much healthier financially! I have recommended Jane to family & friends. “
Gabby C
“Jane has taken the stress out of managing my financial situation. She has also encouraged me to be more proactive in preparing for the future. I really value her knowledge and expertise. “
Helen K
“Jane is very knowledgeable and takes the time to explain the strategies she proposes. Her advice is well suited to my needs and I feel well supported in planning for my retirement”
Lynne M
“I have been with Jane for quite a while, over the years she has helped me set up for my retirement. I have dyslexia and she has been amazing. She has helped me out so much, she makes sure I understand everything. She has helped my confidence grow. She is always there for me to give advice and understanding.”
Kay P