“Working with Serhan this year is one of the best financial decisions we have made as a couple. Her approach throughout the initial consultation was always friendly and honest, offering a balanced approach to maximising the benefits of our financial planning decisions for the decades to come. Serhan’s industry experience and strong reputation were clearly evident throughout the process and she was able to offer us considerable advice on a number of topics and areas that we were unsure how to best proceed forward on before meeting with her. Throughout the whole process, we felt comfortable and trusting in Serhan’s abilities and the responsibility she was taking on. Her knowledge on MSBS, superannuation, debt reduction, retirement planning, investments, shares, property, cash flow, wills and estates to name a few quickly put my wife and I at ease that we were working with a professional. The detail in the final report prepared prior to proceeding was detailed to say the least and carefully covered to ensure we were fully happy with the decisions we were about to make. I will be highly recommending Serhan to other people we know who are wanting to maximise their financial security and prosperity heading into later life!” ~ Nelson, under 35 years
“I was looking for someone to provide advice on redundancy with experience with PSS and I found Serhan to be really good, she listened to my situation and provided advice customised to my circumstances, she knows the PSS and provided advice on options going forward. I would use her again and would recommend her to others.” ~ Mel, 46 – 55 years
“Serhan’s a great listener and very friendly. I really value the advice she gave me. The result of that advice is already bearing fruit and will be for years and years to come. I had the impression that Financial Planners were only for high net worth individuals, but Serhan proves that such an opinion is false. I know the next time I’m in a position where financial advice is going to help (and I know now how helpful such advice is), I’m booking an appointment with Serhan! Thanks Serhan.” ~ Scott, 56 – 65 years