Comfortable with advice
“Having been in the financial services industry for years, I felt I was in a position to make appropriate decisions for both my SMSF and my personal finances. I was reluctant to change advisers, however, getting involved with Michelle has been the best thing. Initially, Michelle focused on forming a strategy and spent a lot of time getting to know and understand my financial position.”
“Best advice is readily available thanks to Michelle, and together with a clear reporting system, I now have a clearer understanding of both my super fund and personal finances and am very comfortable with the advice and service I receive.”
Lyn Hall
Patience, time and prompt feedback
“Since we were recommended to Michelle Summers by a friend, we have been extremely satisfied with the patience, time and prompt feedback Michelle has provided in setting up and maintaining our SMSF. The financial acumen she possesses allows us to confidently pursue holdings that will deliver strong returns for our portfolio in retirement. We strongly recommend Michelle and HB Financial Wealth Management to you.”
William and Kristina Goldthorp
Sensitivity, Care and Professionalism
“Dear Michelle
“Marg and I appreciated the sensitivity, care and professionalism that you showed at our meeting yesterday. You were wonderful. You were patient with us and took care to ensure that we understood the matters that you were presenting. Your presentation at all times was clear and explicit. Thank you very much indeed.”
Margaret Wyatt (written by late husband Ken Wyatt)
Competent, Articulate, Professional and Approachable
“Michelle Summers has acted as my Financial Advisor for the past 10 years. Michelle is a very competent, articulate, professional and approachable advisor. She is always available to offer advice and solve any issues relating to my financial wellbeing. I would have no hesitation in recommending her to anyone seeking financial advice.”
Ngaire Brown
Professionalism and Efficiency
“We had issues with our past financial advice and were referred to Michelle Summers in early 2014. Her approach to the problems at hand were professionally inspiring and she soon developed the necessary changes, including some of our personal input, to a convincing plan with excellent documentation backing up of all her recommendations. We were particularly impressed by her professionalism, her flexible and convincing approach and her always friendly disposition. Our ongoing regular contacts and service have been excellent – she never fails to act promptly and efficiently to all our SMSF general and individual enquiries.”
Peter and Patricia Meury
Concise and sound advice
“Michelle Summers as our Financial Advisor, has been handling our Portfolio for almost 8 years and the advice we have received as always been concise and sound. Any queries have been answered promptly and in a friendly manner so we have no hesitation in recommending Michelle to give sound financial advice.”
Jenny and Les McNaughton
Language we can understand
“Michelle has been providing financial advice to us and my elderly mother since 2013. Our SMSF was set up through her and ongoing advice has contributed greatly to its viability. Michelle has always been patient and prompt with understandable responses to enquires.”
“We look forward to continued association with Michelle to the benefit of our family.”
Jenny Hawks (Written by husband Rodney Hawks)
Professional service and sound advice
“My wife and I have been seeking financial advice from Michelle for about 14 years now. Initially in planning our superannuation contributions and subsequently in setting up our SMSF. We have always found Michelle’s advice easy to follow, and she is quick and accurate on the feedback when we have specific information we are seeking.”
“Although we have a personal connection, she always conducts herself professionally, listens to our requirements, and in turn provides sound advice.”
Di Ash (written by husband Bruce Ash)