What Our Clients Say
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.
David, Griffith NSW
Anne-Marie and her staff are always available to advise us on the right way to use our funds to the best advantage. We know we are fully compliant. Changing Financial Advisers is almost like changing Banks or dentists. We are sure that our change to Huon Financial Planning about 6 years ago was our best move.
Phil & Lyn, Albury NSW
We have been clients of Huon Financial Planning for over 5 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.
Jim & Julie, Talgarno VIC
After dealing with other organisations where outcomes were not favourable, it is nice to deal with a company and Financial Adviser you can trust and have confidence in. Huon Financial Planning being a local business for many years has the knowledge and experience to provide the management I need to give me peace of mind. Having your finances professionally handled, developing trust and the ability to access your Financial Adviser when required is essential – I found this very achievable with Anne-Marie and her staff. I am in good hands.
Colin, Wodonga VIC
Anne-Marie has given us a plan to achieve our goals and has explained this in simple terms. I would definitely recommend anyone to go see Huon Financial Planning and work through your financial goals, because they care about your future.
Adrian, Zilzie QLD