Testimonials
Read some of the feedback received from clients.When I first considered retirement, I was recommended Julie Robertson as a Financial Adviser through a trusted friend. From our first meeting I found Julie very friendly, knowledgeable and professional. Julie was excellent in guiding me on all options available on what is a big decision in life. ...
I contacted Julie after hearing exceptional reviews from a colleague. I found her extremely easy to talk to and explained everything in a way that was easy to understand.
Julie and her team have been nothing short of outstanding from a customer care point of view to how efficiently they have managed my pension. They keep me informed through each step of the process and have been so professional throughout. Nothing is too much problem and everything is always possi...
Julie Robertson has always put my interests first. She is approachable, reliable, professional and highly knowledgeable. Julie provides timeous service and is totally trustworthy. I have recommended the service to family members and would do so in the future. I have total confidence in Julie.
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Julie has managed my portfolio for a number of years and over that time the value has grown significantly. She is exceptionally knowledgeable and always provides sound and trustworthy advice which is tailored to my specific needs. Her service and support has been first class, always available and...
Past performance is not indicative of future performance.
We’ve been working with Julie for some time now, and I can honestly say she has been exceptional in every aspect of managing our financial affairs. She looks after both mine and my husband’s finances, and we trust her implicitly. Julie combines deep financial expertise with a genuinely personal a...
Julies help & advice over the last few years has been second to none. Julie has the ability to explain financial matters in layman's terms, making sure that once the meeting is concluded that you leave with a full comprehension and understanding of what has been discussed and covered. I would...
