We are very proud of the service we provide to our clients

Robert , 46-55:

26 Sep 2016

“Kristin helped my family consolidate super, manage our mortgage and banking services. Been very happy with the decisions we have made and now our finances are all in one log in and easily managed. Robert Sharp 3149 “


Graem, 65+:

27 Sep 2016

“Kristin is an angel in disguise, highly qualified and completely trustworthy, very professional in every way.I do not have to worry about my financial matters, I know Kristin is looking after me. If anyone is looking for a true worry free money manager , someone who really cares about the people she deals with .Contact Kristin now. You will be making the best move you have ever made. Graem Charles “


Rose and Geoff, 65+:

25 Sep 2016

“We have no hesitation in recommending Kristin to anyone who is looking for a financial advisor. Her knowledge is up to date, explanations are easily understood and our portfolio is doing nicely thanks to Kristin Bishop.”


William MacConnachie, 65+:

24 Sep 2016

“I have nothing but praise for the way Kristin took on our portfolio and went way out of her way when an Institution changed the entry parameters for a financial product and managed to purchase it for us before the deadline on purchase!”


James & Beverley, 65+:

24 Sep 2016

“Kristin has been our financial adviser for about 8 years now. We have complete confidence in her ability to administer our allocated pension investment portfolio. We have had no hesitation in referring several friends to her for advice on their financial affairs. Kristin has always responded to queries promptly and explains matters so that we understand any changes that may arise.”


Barbara, 65+:

23 Sep 2016

“Feel totally comfortable with Kristin and trust her implicitly to work for my best outcome. The fact that she has made the effort to visit me in my home has added to my comfort factor.”


Bruce / AnneMaree, 56-65:

23 Sep 2016
“What can I say,trust and knowledge is very important when you have all your retirement money and future intrusted to one person and her skills. Kristin has our full trust and I recommend her to anyone who would like a no pressure , professional financial adviser. “


Helen, 56-65:

23 Sep 2016

“Kristin is a proactive professional advisor. We have total confidence in her advice. “


Rebecca, 35-45:

23 Sep 2016

“Kristin continues to provide us with the advice and guidance we need. Kristin is always happy to answer questions and we appreciate her expertise and dedication. “


Saverio, 46-55:

23 Sep 2016

“Kirsten is very through with any issues or question I have about my portfolios and get back to me promptly with answers.”


Trevor, 65+:

23 Sep 2016

“Lovely lady and she didn’t pay me to say so! Very “across” her stuff. Always available for advice/comment.”


Ian, 46-55:

23 Sep 2016

“Kristin has provided excellent support to me as we reviewed my insurances in line with current needs and then later when I have had to actually claim on the insurances.”


Edmund, 56-65:

23 Sep 2016

“One of the most important pillars of financial planning is to have an adviser that you can trust. In all my dealings with Kristin, I have found her to be completely trustworthy. She will have my business for the foreseeable future. “

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