Testimonials
Happy Clients.
“Downsizing from our family home of 20 years into a retirement village was an intimidating prospect for us. With her expertise in transition planning and her friendly, approachable nature, Liz simplified the whole process. She has always been highly proactive with solutions that suit our specific needs and helped us realise significant savings in how we structure our affairs. We highly recommend Liz and look forward to working with her for many years to come.”
Sue and Terry, Central Coast
“We have been working with Liz Dean for about 3 years now. Initially, Liz spent time to really get to know us, our needs, lifestyle and family to be able to really understand our long term requirements. This then ensured that she was able to develop a diversified portfolio to meet our personal needs moving towards semi-retirement and retirement.
Liz has her finger on the pulse at all times understanding financial markets and therefore being ready to make really effective changes to the portfolio. Liz looks more at the big picture and has also ensured that we are up to date with wills etc. and other ways in which we can save or make money.
In short – when Liz advised us that she was leaving her previous employer to set up her own business, our reply was “can we come with you”. We can’t recommend her highly enough.”
Barbara & David, Willoughby
“I’m a fairly knock around sort of a bloke and I have been taken for a ride by professional people before. As a result, I am extremely wary these days when engaging anyone in relation to banking, mortgages, insurance, financial institutions, used car salesmen, financial planners and real estate agents (in no particular order). Believe me, I’ve been burnt before so I am cautious…really cautious. I am so glad Liz came into my life when she did and actually wish it was sooner. Good fun, well presented, extremely knowledgeable, efficient and does what she says she is going to do. You know that pressure you feel across your chest and shoulders (well that's how I describe it)? Well for me, that weight has been significantly lifted since meeting Liz and engaging her services to help steer me and my family into the future.”