" Retirement can be a little daunting at first when the regular pay cheque stops. Anne-Marie provided a path to planning a future with financial stability in a clear, structured manner. Anne-Marie has given us a reassuring view of the financial future post retirement, and a realisation that we can live a comfortable life with a knowledge that professional advice is always at hand. "

We have been clients of Huon Financial Planning for over 10 years and the information and service we have received is exemplary. We thoroughly trust the management of our superannuation funds and the advice we have received has proven to be financially beneficial. The staff are very friendly and professional. We have recommended our friends to Anne-Marie and they have become very satisfied clients of Huon Financial Planning.

After receiving an inheritance which included a substantial share portfolio, we were quite overwhelmed with what to do and how to manage this. After getting a good understanding of our future plans upon retirement, Anne-Marie, supported by a great team, put into place a financial plan that over the past few years has seen that inheritance become not only simplified and tax efficient, but continues to remain steady and gives us security ongoing.