What Our Clients Say

Hear from Finance Women clients in their own words
  • "Having interviewed many personal advisers to find the right one for me, I was starting to despair when I found Rhiannon. She is proof that all good things come to those that wait! She has provided a friendly, knowledgeable service to myself, and now my extended family. While most people dread a boring visit to their accountant or tax adviser, I look forward to seeing Rhiannon. It's like catching up with an old friend."

    Fiona age 42
  • "As a single woman in my early 30s, I was looking for financial advice about how best to ensure I could purchase a property as well as begin a family. Rhiannon was wonderfully professional and was able to quickly and comprehensively address the issues I came to see her about. I had previously been to another financial advisor who I felt tried to push expensive products and whose advice had limited relevance to my particular situation; Rhiannon, by contrast, was able to really help me map out a plan that suited me and didn't try to push unsuitable products. It was the best money I have ever spent, and I have since recommended her to a number of my friends and colleagues."

    Amanda Age 33
  • "Rhiannon spent the time to listen to my specific situation and ascertained accurately what my needs and goals were. The statement of advice that she prepared for me was comprehensive, clear and gave options for achieving different outcomes. At all times she was transparent and her warm, unpretentious manner put me at ease. I would recommend Rhiannon without hesitation."

    Trish age 43
  • "Rhiannon put her heart and soul into understanding me and my needs, and I know she thought long and hard about my options and gave me well considered advice."

    Olivia age 50
  • "Rhiannon provided a range of relevant information and options to consider specific to my financial situation and longer term life goals. She was professional at the same time as being personable. I would not hesitate to recommend others to engage Rhiannon's financial advisory services. "

    Liz age 57
  • "Rhiannon is a good listener and doesn't push a package or pre-set view of things."

    Christina age 57
  • "Rhiannon was very professional but friendly and approachable at the same time. She took time to answers my questions and understand my specific situation. "

    Carole age 40
  • "Rhiannon was very friendly, knowledgeable and non-judgemental. She gave advice that was practical, straightforward and met our varying levels of understanding in different areas. Thanks Rhiannon! "

    Claire age 32
  • "Rhiannon is very friendly and seems very genuine and I liked that."

    Cara age 44
  • "Rhiannon was very helpful- informative and friendly - I will definitely be using her services in the future. What I would tell other people who were thinking about using the service? – That it is well worth it."

    Sue age 59
  • "(Rhiannon had a) very thorough and understanding of my needs and wants. I feel more secure about my future."

    Rebecca age 39
  • "After avoiding seeing a financial planner for many years I was pleasantly surprised at how comfortable I felt at our first meeting. Our subsequent meetings where informative and I felt a weight had been lifted as I finally had financial path to follow. I would recommend your company and services to family and friends."

    Jenny age 59
  • "If you were to describe our meeting to a friend what would you say? Clear outcomes set, checked my expectation, relaxed, informative, my questions were answered."

    Jo age 66
  • "Rhiannon really listened to me, and I felt comfortable that she ‘got’ me and understood my goals and values. It was a fun session stimulating conversation about some of my most important needs and goals. Since then Rhiannon has spent a lot of time with me, in person, and via Skype and telephone, and she has really helped me get my head around some big decisions."

    Olivia age 50
  • "The financial planning process has been life changing for me. The whole financial planning process has been thorough, and has got me thinking differently about how I manage my money - which needed to happen!"

    Olivia age 50
  • "I specifically wanted to work with a woman. We are a same sex couple and I felt she was very understanding and gave us great advice. I felt she made the time to understand us as people and our ends for the future."

    Jennifer age 62
  • "Rhiannon met with me and my partner several times and as we are located in rural Victoria communication was no problems we also Skyped. We worked together -the three of us to achieve a financial plan that will place us well in the future. We are not rich as such and we have to be careful but I think we achieved a lot in the meetings and Rhiannon was very patient and understanding. "

    Jennifer age 62
  • "Rhiannon took her time with us. She explained things several times and at no time was she judgemental because I did not get it the first time! "

    Jennifer age 62

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