Rebecca Pritchard

Rebecca has been an outstanding financial adviser for us. She really takes the time to listen and tailor her advice to our unique needs, thoughtfully balancing my partner’s and my different attitudes toward money. Her approach is goal-based, practical, and achievable, giving us confidence in the plans we are building together. We highly value her expertise, insight, and the genuine care she brings to helping us reach our financial goals.

Having worked with Rebecca over a number of years, it’s always a motivating, self esteem lifting conversation speaking to her. There has never been a time we have been disappointed with the information, suggestions or advice from Bec.

We come out of reviews with Bec and her team, inspired to keep working towards our goals, confident that we are on the right path, or that our path has been re-calculated for the better, and always with a smile on our faces.

Very thorough and always flexible with our goals and what we want to achieve. An absolute pleasure to work with and we are very grateful for her advice and input

Rebecca was great from the start, asked all the right questions and quickly understood what we wanted to achieve. From there it was a really smooth experience in finalising our advice and implementing it. Over the last few years she has supported us to be able to achieve a number of large short term goals (first home, wedding/honeymoon and planning for kids) without losing focus on our longer term financial goals. I have already recommended a her to a number of friends and wouldn't hesitate to again in the future.