Cathie, Inverloch
I want to thank you very much for the clarity that you created to ease my mind around our financial future. As we’re now stepping into retirement, a friend suggested we get a plan, and this has been so, so helpful. There’s nothing worse than having constant worries about whether you’ll have enough funds in retirement, where each decision you make comes with a question mark not knowing if it would affect our long-term livelihood. As I said, you’ve provided real clarity and confidence that we can retire with our eyes open (phew), and by putting in place your recommendations I can see that we can relax and be able to enjoy the future.
- Cathie 2023
S. Davies
I have known Andrea since 2004 and have found that the interests of her clients have always been at the forefront. As a service provider for Andrea and her clients, I have experienced first-hand Andrea’s commitment to obtain the right outcome for her clients, which is probably the most important aspect of the Adviser/client relationship. I do not hesitate in recommending Andrea to those people looking for an honest, diligent and client-focused professional to look after their financial affairs.
— S. Davies
P. & V. Kuhnell
We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Your honest approach reassures us that we have made the right decisions for our future. We highly recommend your services to all our family and friends.
— P. & V. Kuhnell
Kim
Where do I start in endorsing this amazing lady. In my role I am fortunate enough to work alongside many financial planners and every now and then you come across some shining stars, in which Andrea is one of these individuals. Andrea integrity, honesty, passion, technical knowledge and ability to clearly communicate with her clientel is second to none. She is a rising star of our industry and and I could not speak more highly of her.
— Kim
Nikki
Not only did Andrea, provide financial strategy to secure my family’s future but she actually gave me the confidence and support to see it through to implementation. Andrea’s support and guidance ensured a task that I had put off for 3 years was managed professionally and with compassion – I am delighted with the outcome.
— Nikki
Kate
After being recommended to Andrea and meeting her for the first time I knew that I wanted her to handle my finances. Andrea was honest and professional and took the time to understand my financial goals and then set about helping me achieving them.
The stand out for me was when Andrea turned down a substantial monetary incentive if she got me to sign up with a certain company. She turned the incentive down, instead telling the company to use that incentive to benefit me and to come off my bill. I doubt too many financial advisors would have done that.
I have no hesitation in referring Andrea to anyone looking for a stand out person to handle your finances and I know they will be suitably impressed.
— Kate
Margie and Brian
We came to Andrea following some very negative experiences with other financial advisors. To our delight we believe we have finally found a financial advisor that we can trust and who truly does have our best interests at heart in the advice and service she provides.
Andrea is extremely honest, professional and conscientious, always providing a realistic perspective on any given situation. She takes care to present all options available and ensures the implications of all considerations have been fully explained and understood never trying to push her own agenda. She is efficient in the implementation phase, communicates with regular progress updates as required and acts as a true partner in organising financial matters. We would definitely recommend Andrea to anyone who has been burned one too many times by other financial planners. She is an advisor who really does have your back.
— Margie and Brian
Peter D.
We have been with Jenbury Financial for 2 years now and have found Andrea to be very helpful and professional in setting up a financial plan for us heading into our retirement years. Andrea has also been able to assist us in some areas of taxation which led to a successful outcome and saved us $ which I would not have been able to do myself. I would highly recommend Andrea and her team if you are looking for a trusted and professional financial planner.
— Peter D.
D Stuart testimonial
What a girl! Andrea is one of those people you meet who is everything about helping others to become more successful. In my dealings with her, Andrea has been professional, articulate and generous in her time. Her expertise as a financial adviser can only ensure those few people fortunate to be her clients will have a satisfying and rewarding relationship with her.
— D. Stuart
Sarah testimonial
Andrea was the first financial adviser my husband and I have consulted with and we were pleasantly surprised. Andrea was extremely personable and professional and a fantastic listener who has helped us better understand our goals and the best way to achieve them. The process of setting up a financial plan was painless, personalised and comprehensive.
We loved the way Andrea took the time to understand us which gave us the confidence to trust her advice. She’s helped us see just how we can achieve a financially secure future. I would highly recommend Andrea and her team.
— Sarah