Stefanie Price Wealth Planning

Reviews

1. Elizabeth C ★★★★★

   We have been very happy with the service we have received from Laura our Financial Advisor. She really seems to understand what we need and explains things very clearly.

   almost 6 months ago
2. Rosemary Scott ★★★★★

   Great financial advice, personally taylored to my needs. Good return on investments. Quarterly detailed updates and access to a personal advisor at any time. Video meetings, so doesn't matter that I moved away from my original nearby location to Stefanie.

   almost 9 months ago
3. Mark Seymour ★★★★★

   Stefanie is very knowledgeable, trustworthy and friendly. Over the years she has helped us with pensions, insurances and advice on investments and is able to explain things in a clear and simple way. We would highly recommend Stefanie and her team for financial management and planning.

   almost 10 months ago

1. Phil Coldrick ★★★★★

   Stephanie has been managing our investments for several years now (including a small additional pension started when I became self employed). I have found her extremely helpful. Recently we have set up a cashflow forecast and this has been very useful and identified optimum times for making major purchases and planning retirement. I would not hesitate to recommend her approach to anyone and indeed I have come to look forward to our discussions each year.

   1 year ago
2. Tegan Lewinton ★★★★★

   So informative and helpful! After having a bad experience with another company, I was very cautious about trusting financial advisors. But Laura has been absolutely amazing! She provided me with all the details and took me through each section of my investment. She has really listened to my thoughts and created a very personalised plan that can support me in the future. Laura is very efficient and could always answer a query within a couple of days.

   1 year ago
3. Barbara Tate ★★★★★

   Friendly helpful and reassuring financial advisor.

   almost 3 years ago

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