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More Testimonials

Ingrid (40+)

Contributing PSS Member

"Serhan is very approachable and easy to work with. She very quickly identified my key priorities and my acceptable level of investment risk based on my personal situation. We were able to work together on an effective long-term plan to stabilise my financial future.

Serhan has intricate knowledge of public service superannuation schemes which can be very complex! She suggested superannuation contribution strategies I could implement immediately to plan for my retirement down the track.

I wouldn't hesitate to recommend Serhan to anyone who has previously been uncertain about using a financial planner - she made the process very simple and has helped me to cement a comfortable financial situation for my family."

Fiona (50+)

Semi retired Defined Benefit member

"Serhan really listened to me and was open, honest and accessible with her responses and advice.

I didn’t feel talked down to, or that she made things overly complicated: she was sound, and straightforward, and any and all questions were welcomed and answered.

She smiles a lot too! And that warmth-with-a-bit-of-humour, particularly when you’re often a bit stressed about seeing a financial adviser. (or because of the reasons that have brought you there in the first place), was particularly appreciated."

Lester (55+)

Retired Defined Benefit member

"Serhan is a very honest and friendly financial advisor, who has a thorough understanding of the Commonwealth superannuation schemes, Industry Super Funds and superannuation taxation law.
She advised me on how best to claim a preserved CSS defined benefit, while advising on strategies to maximize my benefits and increase my cash flow. She has done this while I was working for the private sector and she was even able to provide advice on my private funds."