Tricia and her team have the perfect balance of being wise and sensible and honest investors and recognise that money can be spent for a fulfilling, enjoyable life!
Roslyn
ClientShe's honest, down to earth, practical and knows her stuff. Easy to talk to and compassionate.
Lian
ClientI would recommend Tricia and her team because they are not only good financial advisers, but a very caring team, interested in all aspects of your 'new' life.
Margaret
ClientVery valuable. They provide a comprehensive service to manage the funds that I have. I find their approach ethical, taking into account my personal needs and always responsive despite my limited funds.
Anonymous
ClientI was completely overwhelmed at the clear and concise explanation of management – and found their advice and knowledge to be of greatest value.
Anonymous
ClientExtremely valuable. I had no idea of my overall future directions before meeting with you. After our discussion I felt very relieved to be able to look forward with more confidence.
Anonymous
Invaluable. PetersMcKeown provided advice particular to my specific circumstances, to allow for long term investment of a portion of my limited funds, as well as reasonable flexible access to money given mine and my children’s unpredictable circumstances.
Anonymous
Client