Wellbeing Financial Solutions, Geelong

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!

Financial/insurance advice: thorough, simplified, professional service. I needed assistance with income protection, life insurance & a general budget. Connie was polite, professional & thorough. I feel I now have security, understanding & direction.

Nicole and her team deliver a great client service offering. I have found her office staff to be very approachable, friendly and professional in their manner.

When I attended my meeting with Connie regarding insurance options, she was thorough in her explanations and attentive to my personal lifestyle and insurance needs.

I now have attained peace of mind with a re-structured superannuation and insurance plan which suits my needs both now and into my long term future.

The whole team kept me informed every step of the way, and patiently answered all my bugging questions, always providing service 'with a smile'. Thanks Domenica for your utmost care and assistance.

We were referred to Nicole by our friends who have been very happy working with Nicole for many years. My husband and I were impressed by her knowledge and her ability to help us set some financial goals. We knew we needed to be doing something but now we have a plan that can help us achieve what we really want for ourselves and our family.

Excellent boutique personal financial planning service. Servive was based on planning solutions first, then products/investments that will allow me to meet my goals. The "fee for service" model also gives me comfort that the advice will be right for me.