Anneliese has been assisting in arranging and advising on financial matters for us for a while now. She is a down to earth and knowledgeable woman with many great ideas about how to improve your financial outlook and can think laterally in order to accommodate many different eventualities.

She can organise and advise on Full Financial Planning, Investment advice, Pre & Post Retirement Planning, Social Security Planning, Salary Packaging, Self Managed Superannuation Funds and Wealth protection among other things. We have always found her pleasant to deal with and has many good ideas to suit your situation. She holds an Advanced Diploma of Financial Services and she works in conjunction with Peter Wilmott who is the Finance Broker to offer a range of services in lending etc.

And it's a pleasant drive to Woodend to see her, or you can contact by phone.