Zoe & Chris

We were first referred to WFS more than 12 months ago. While we were in a good financial position, we were not confident of our super arrangements or insurance, and we were keen to explore how we could invest to ensure a solid financial position for retirement. WFS were fantastic right from the very beginning. Their friendly and professional experts assessed our financial position and provided us with an overview of what retirement would look like if we changed nothing, and what it could look like with an well rounded investment strategy. A year later and we are very happy with how the strategy has come together. We have significant plans in place and feel confident about our property and investment portfolio and our future. Our circumstances have changed during this time, and we have called upon WFS to support us with a range of services including tax returns, mortgage options, small business setup, and ongoing financial assistance support. They are always available and get back to us quickly with sound advice and support. We have a strong relationship with Catherine and we can’t recommend her team more highly. They feel like a supportive partner throughout each process and we have full confidence in their advice and ongoing support.

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