What People Actually Say About Working With Us
Real feedback from Australians who've strengthened their financial foundations. Not everyone starts from the same place, and that's exactly why these stories matter.
Why Client Voices Shape Everything We Do
Back in 2018, we realized something pretty important. The best feedback doesn't come from surveys or star ratings — it comes from honest conversations about what actually worked and what didn't.
Every review here represents someone who took time to share their experience navigating debt management, savings strategies, or retirement planning. Some struggled at first. Others hit unexpected roadblocks. But each story reflects the messy, real process of building financial security.
We collect feedback through follow-up calls about six months after initial consultations. This timing matters because it takes a while to see if changes stick. Quick wins are great, but sustainable habits? Those take longer to build and even longer to evaluate honestly.
Lachlan Fenwick
Small Business Owner, Narromine
I put off dealing with my business accounts for two years. Honestly thought it was too late to fix. The initial meeting was uncomfortable — facing those numbers was rough. But the debt restructuring plan made sense, and sticking to it for eight months cleared most of what I owed. Still working on it, but the panic's gone.
Bronwyn Tremaine
Nurse, Dubbo Base Hospital
The superannuation review caught things my previous advisor missed. Took about five weeks to sort through everything and make the switch. My returns improved, but more importantly, I actually understand where my retirement money sits now. That peace of mind's worth more than the percentage gains.
How We Handle Your Feedback
Transparency about our review process matters. Here's exactly how we collect, verify, and use client experiences to improve our services.
1
Six-Month Follow-Up Calls
We contact clients roughly half a year after their last session. This window gives enough time for strategies to take root while memories stay fresh. The calls last 15-20 minutes and cover what worked, what didn't, and what surprised them most about the process.
2
Written Consent and Verification
Any feedback we share publicly requires written permission. Clients receive transcripts of their comments and can edit before publication. We verify details like location and circumstances but never pressure anyone to provide positive reviews or participate at all.
3
Internal Analysis and Service Adjustments
Every quarter, our team reviews all feedback — both public and private. Patterns emerge. Maybe clients consistently misunderstand one aspect of budgeting tools. Or perhaps follow-up timing needs adjustment. These insights directly shape how we explain concepts and structure ongoing support.
Ready to Start Your Own Financial Journey?
These reviews reflect individual experiences with specific financial situations. Your circumstances will differ — maybe simpler in some areas, more complex in others.
Our next intake for comprehensive financial planning consultations opens in September 2025. Initial sessions run about 90 minutes and focus on understanding where you currently stand before recommending any specific approach.
- Face-to-face meetings at our Orana Mall office in Dubbo
- Video consultations available for regional clients outside the area
- Follow-up support scheduled based on your specific needs, not a fixed program
- All financial assessments include written summaries you can reference later