After deciding to divest from fossil fuels, I was bewildered by the options available and unsure of procedures to follow. This was a big decision as it involved my lifetime superannuation savings. Sarah took all the anxiety away, leaving me with a plan that suits my financial needs as well as my social and environmental conscience.Elaine Sherwood
Sarah Wood has recently helped me with an issue concerning a matter regarding income protection insurance. Sarah offered advice that I followed through with and the outcome was very much in my favour. I am sure that without this advice, the outcome would have been very different. I would recommend Sarah Wood to anyone who is having difficulties. The depth of knowledge and experience that Sarah possesses is second to none.
It’s great to know that my Financial Adviser is keen to help people in an ethical and socially/environmentally responsible way to manage their finances. This is certainly important to me. I’m keen to look after my finances and plan for my husband and my future but not at the expense of others or our environment. Sarah has helped us to achieve this.
Life is busy and has a tendency to throw curve-balls no-one is expecting. I need to have a Financial Planner in my corner that has planned the contingencies and smooths the bumps for me. Sarah has proven herself exceptional as my Financial Planner; competent, resourceful and professional; in addition to her friendly and welcoming nature. I cannot recommend her highly enough.
Over 17 years of expert experience in empowering clients to secure their financial future
Advised on over $200 million of investment funds
Helped over 1000 clients achieve their financial goals
Certified Financial Adviser with RIAA