Testimonials

Kerri has done up my cashflow and budgeting well that I know how much I have in savings and what I can do with the excess money (e.g. investment & wealth plan)

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This has value added to my portfolio by allowing me to stay within my budget and worry less about knowing that I have extra cash to support me when I need it and also allows me to reach my goals be it short term or long term.

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I would recommend her because she really looks at my portfolio and only suggests what's relevant and suitable for me. She doesn't push me to get something that I am unable to afford. She also helped me out throughout my claim process which I'm really happy about.