Reviews and testimonials for Hillross financial planners

What do people say about Hillross Geelong & Horsham? Our clients appreciate our personal approach and our commitment to developing long-lasting client relationships that focus on their financial needs and goals. We are responsive to your needs and our reputation is very important to us, we love to receive feedback.

Do you want peace-of-mind for your family? We can help with all types of financial planning including wealth management, superannuation & SMSF in Geelong and Horsham and retirement planning.

Let Hillross Horsham & Geelong sort your finances and help you plan for a bright financial future. Make an appointment with a Geelong or Horsham financial planner today by contacting us online or phoning our Horsham office on (03) 5381 1951 or Geelong on (03) 5221 3585.

We have known Barry Crewther since he became our Financial Adviser several years ago. Following a short break for business reasons, we were able to re-establish contact and continue this association.

We have always found Barry to be honest, caring and available at all times, giving sound advice.

We consider Barry (and his wife) as friends and have no hesitation in recommending Barry as a Financial Adviser.

Anne & Andrew Craig

Alisha came into my life at a time when I was in utter confusion on my future financial decisions.

Never having been to a Financial Advisor before I was naturally nervous and unsure, but on arriving at Hillross I immediately felt welcome.

Firstly the friendly reception staff offered a coffee on arrival, very nice touch and with a smile too, then I was met by Alisha and from the moment our appointment commenced I felt I was in good hands.

Alisha, put me at ease and made me feel very comfortable in discussing personal financial issues, she was understanding and most importantly listened to what I was hoping to achieve.

At this first meeting I was not prepared, had no documents with me but Alisha just smiled and said we would work through it together.  She also told me about Hillross and explained what services she could offer me.   What I liked is that she fitted the service offer to what I needed at that time and explained what I may want to look at in the future.

Most important, was the terminology she used in explaining all the financial information, easily understood and I could follow what was being said and was comfortable to ask questions and always got an answer.

Alisha is very efficient, provides me with written lists of what is required, emails me to remind me of what I need to do and always interested in what is happening in my life.    This gives her a human touch, which I think is so important when dealing with life changing decisions.

Finally, she has achieved for me my objective financially and I am so pleased I was recommended by friends to go to her.

Not only Alisha, but Hayley also has been fantastic in emailing me, explaining what I don’t understand.   Hillross have been wonderful to deal with and I would recommend them to family and friends without hesitation.

Jane Kibble

Right from my initial meeting with Alisha, I was excited by the idea of financial freedom. In just over 12 months Alisha has helped me to create a sustainable budget, pay off my debts and build a share portfolio. Thanks to Alisha I now have financial security and look forward to achieving new financial goal in the future.

 

Hannah McKinlay

With my husband & my retirements imminent last year, on our own we were at a loss as to what we had to do. The more advice we sort, the more confusing it all became.

At our first meeting with Alisha, we were immediately put at ease, not only with her friendly manner but most importantly with her extensive financial knowledge & advice.

Alisha was very patient with us, kept in contact, & we finally began to see we could have a life after work.

The help & advice we have received from Alisha Cameron & Hillross Horsham has been invaluable, we could not have made the transition from our working lives to be able to enjoy a stress free financial retirement.

We would have no hesitation in recommending Alisha Cameron to anyone seeking a Financial Advisor.

Yours truly

Gerrard & Marian McDonnell

Dean has been providing financial advice to us for a number of years. We have been given good timely and friendly help at all times. We recommend him to those needing such services.

Marg and Alan Fischer

Upon retirement from full time work at age 65 after 35 years as a Forest Officer for the State Government the question about financial advice was an easy choice for us even though we were well aware the next phase of our life depended on primary financial care.

Prior to my retirement I was fortunate to get to know team leader Dean Winfield as a work colleague prior to his leaving the department to pursue his ambition of becoming a Financial Adviser.

From this association I recognised in Dean a strength of character and commitment, a person you could trust and put your faith in to choose the right options.

In my mind the decisions we make in life are all about partnerships with people not the company, as such it was Dean the person not the financial institution of which he was a partner that brought us together again as our Financial Adviser.

Now at 71 I am very pleased to say right from drawing up our initial plan Dean has planned a financial path that has not deviated and allowed Kay and I the luxury of doing all those things we always dreamt of doing in our retirement.

We are extremely happy with Dean and the Hillross team who continue to care, advise and update on necessary changes to keep us their client informed of changing trends in attending to our needs.

Kay and I are content in knowing we have peace of mind regarding our financial management and have recommended Dean and the Hillross team to others who are seeking financial services

Roger and Kay Edwards

 

Roger and Kay

Whilst living in another Territory we had a nasty experience with a Financial Adviser and lost approx. $150,000. For years both my wife and I wanted nothing to do with Financial Advisers. As we approached retirement age, realizing that we unfortunately didn’t have the necessary skills to increase our remaining assets to a level of independence in retirement to allow us to enjoy our aging years; we knew that we would require additional assistance. Whilst talking to a very close family member she informed us that she was dealing with the Hillross – Bairnsdale branch. Bairnsdale being 5-6 yrs drive from us, this wasn’t an option; but the Horsham branch was more viable. After our initial contact with Dean and telling him of our concerns in relation to us being ripped off, he assured us that he was fully aware of our reluctance to accept financial intervention. We have found Dean to be open in all his dealings with us in the 5 years we have known him and he has renewed our faith in a Financial Adviser. We have recommended him to family and friends during this time.

Peter & Betty

Peter & Betty

We have been receiving financial advice from Penelope since 2002. Our financial circumstances have changed from full-time employment to retirement, during this time. Penelope has pointed out ways to reduce taxes, boost retirement income, and assist with estate planning. She skilfully assessed our risk profile, and has recommended effective investment strategies to help us reach financial security in our retirement.

She is extremely professional when dealing with us as clients, is always available to answer questions, provide administrative support as required and keep us informed of the effectiveness of the strategies that have been implemented. We have recommended her service to our family and friends.

Ron and Jan Wilson

John, we just wanted to say a huge thank you for all your support and advice over the last few years. Our experience with you has always been very personal and you have given us great confidence in your advice for our financial needs. We have recommended you personally and the company to family and friends.

“We couldn’t be happier with your service and look forward to continuing working with you for many years to come.

Sue and Warren HeronBallarat

We have worked with John over the past few years, John has always been able to explain things in an easy to understand manner and given us clarity over our financial landscape.

“We would recommend you to our family and friends and we look forward to working with you in the years to come.

Bill & Sharon