marjw

#15 in Mont Albert North VIC

Reviews by marjw

This review is for Wellbeing Financial Solutions, Geelong VIC

verified email - 29 Feb 2012

I had a retirement plan prepared and implemented by the team at WellbeingFS. Not only did Nicole explain things in a way I understood, I felt she really cared about my financial situation.

Being on my own, it is really important to me to have an adviser I can trust. The ongoing administration and paperwork is handled for me, and I still make all of my own decisions.

Thanks also ladies for dealing with Centrelink on my behalf - that is such a weight off my shoulders!