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Ground Floor/114 Brisbane St, Ipswich, QLD, 4305, Australia
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 4:00 p.m. | |
Sat | Closed | |
Sun | Closed |
My partner and I were quite stressed about retiring early, and uncertain how the money side of it was going to work for us. After having Shelly recommended to us, a couple of meetings with Shelly and the wonderful help on phone calls from Kimberly, we feel we have made the right decision. The process was very easy and seamless. Shelly took the time with us to explain and answer all our questions. We feel very supported and confident moving forward now. Just need to enjoy our retirement now and know Shelly is looking after ou... read more
Brad’s Fiscal Diary Wednesday, 9:17am. Mood: Anxious. Outfit: Questionable. Googled “financial planning Ipswich” while wearing trackies and eating cereal straight from the box. Felt wildly unqualified to adult. Decided it was time to face my finances like a grown-up woman. Or at least pretend. Wednesday, 11:03am. Mood: Cautiously optimistic. Lined up interviews with three financial planners. (Yes, interviews. If I'm trusting someone with my retirement plan, they must pass the Vibe Check™.) Thursday, 3:46pm. Mood: Relieved. ... read more
I would like to take the time to personally thank both Shelly and Kimberley for helping me through the scary process of finding out whether I will be able to successfully retire and financially be secure. Their attention to detail was beyond helpful allowing me to understand the potentially overwhelming task of working out the minefield of superannuation and insurances and knowing by making a few little tweaks here and there I will be able to retire and live a comfortable life. My dealings with both ladies was always pleasan... read more
I would like to take the time to personally thank both Shelly and Kimberley for helping me through the scary process of finding out whether I will be able to successfully retire and financially be secure. Their attention to detail was beyond helpful allowing me to understand the potentially overwhelming task of working out the minefield of superannuation and insurances and knowing by making a few little tweaks here and there I will be able to retire and live a comfortable life. My dealings with both ladies was always pleasan... read more
Outstanding service
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