Katherine has provided support and information during my downsizing period. She has advised and assisted me with the investment of funds to secure my financial stability in retirement taking care that it meets with my comfort level of risk.
Katherine also assisted with completing and lodging Centrelink forms and supporting paperwork required. Katherine has provided the support, expertise and reassurance I needed during my period of change. She has undertaken all these tasks in a caring and friendly manner.
She has been easy to converse with and always available. I would thoroughly recommend her.
I look forward to our ongoing relationship.
