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03 9598 8002 / Sandringham

Here is an example of some the testimonials that we have received previously. If you would like to provide a testimonial, please email our office via our contact us page.

Testimonials for George Hlawaty

“George always gives me time – never in a hurry to give me the latest update/situation and move on. I find financial management mostly difficult to understand but I believe George has my best interests at heart”

“George is very easy to work with and happy to answer any questions with full disclosure. He is proactive in ensuring our investments are handled in line with our instructions. Also, a friendly guy with a positive attitude. “

Testimonials for Sonia Dallimore

“You have been a fantastic support to me in dealing with this challenging situation. Once again Sonia thank you so much.. I was ‘told’ to find a financial planner for Mum and I am so glad I found you…you are an angel!”

“We appreciate all your help throughout the pension process. Many thanks.”

“Thank you so much Sonia for your work for me. I have felt very comfortable at all times in meeting and talking with you. You have been faultless and such a lovely person.

I do appreciate everything, thank you again!”

“It is with great pleasure that I recommend Sonia Dallimore to anyone considering seeking financial advice.

Sonia met with me last year after I contacted her for some financial advice on behalf of my father. I was able to discuss his financial situation in confidence with her and felt supported throughout the process.

In the space of a week Sonia had prepared a comprehensive plan on how best to finance my father’s aged care accommodation requirements and ensure his ongoing living expenses were taken care of. This was an incredibly stressful time for me, but to have Sonia’s effective financial strategy in place almost immediately was very reassuring.”

“Sonia, thank you so much for all your help, very much appreciated”

“Thanks Sonia,

Taking a deep breath and feeling the oxygen rush in – feels good. Thankyou so much for all your help, from day one on our first appointment.

I really could not have done it without you. Thank you for your professionalism and also for your personal touch – very much needed and appreciated.”

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