ENJOY YOUR IDEAL RETIREMENT

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My life changed since I met with Louella Jorge. I absolutely depend on Lou for all my financial guidance. I am glad that I took a chance on Lou as I am now getting the desired results. I greatly appreciate her guidance and care. I now lead a stress-free, enjoyable retirement while Lou works hard for me to give me a lifestyle of my choice.
Thank you, Louella.

Dr JasmineNorth Parramatta

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I met Louella more than 15 years ago with my late husband. We sold our business premises and needed advice and help with investing our money. Louella helped set up our investments and has since continued with supporting me with regular advice. I am grateful; to have Louella to guide me for all these years. She has a very pleasant personality and is extremely helpful and cheerful.

ShirleyTelopea

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Louella is a kind, helpful, competent person and we seemed to understand each other from the beginning.
I had dabbled in investment properties, shares and term deposits and after consulting with Louella, she was able to sort out more manageable investments. As I am a Conservative investor, I have confidence and trust in her ability. She continues to organise my finances very well. I would recommend her services to others.
She has a friendly, happy disposition and puts one at ease at each consultation.

JeanetteBaulkham Hills

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As a single woman working in finance I was aware of the importance of financial security, with Louella’s advice providing me the added confidence to make the important decisions needed to secure my future. I have the highest regard for the advice Louella provides and believe it will be the most important financial investment you can undertake for yourself and your family.

Anne MarieNorthmead

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In 2011, we were introduced to Louella Jorge with a view to discuss our current financial position at that time. During our discussions we became all too aware of the benefits of a partnership with a specialist Wealth Advisor, the calibre of Louella. Louella projected a proactive, professional, approachable, knowledgeable and confident demeanour. From that very first meeting we felt extremely comfortable. This highly professional relationship we have, with a very personal component, has been a 'game changer', allowing us to transition through the coming years with confidence.

Julie and PeterVacy (Upper Hunter Valley)

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With Louella's guidance and financial acumen ,coupled with her professionalism and endless energy we started reaping the rewards from our lifetime of work. It is without any hesitation that we would recommend and endorse Louella to anyone requiring financial advice as you will be in very capable hands especially in these uncertain financial times.

Valentino and RobynBaulkham Hills

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We were introduced to Louella by our bank manager to help us with insurance. Until that time we had never given much thought to it as we thought were covered through super. It wasn’t until Lou sat with us and mapped out our insurance needs that we saw the short comings of our cover. Lou set up a policy for us that we have now held for years. Not only that but she consistently checks in every year to make sure that nothing has changed in our lives so our insurance levels are still suitable. I would recommend Louella to anyone looking for a diligent and knowledgeable adviser to assist them.

Jan Michael and KathyCastle Hill