Client Testimonials

Having identified a series of problems, effective tax management strategies were put in place that included reprioritisation of superannuation and investments. This required a sophisticated understanding of the complexities of the government superannuation scheme and this was pivotal to our investment strategy.
The financial modelling that Christie provided gave me confidence that we had realistic and achievable goals and that the strategies were robust enough to weather changes in the economic environment.

I can not speak highly enough of Christie and the Wealth by Design team. When we first met,  I had absolutely no idea of my own financial position or even where to start sorting it out. Christie has been amazing. Not only has she guided me to make sound financial decisions, she has helped me understand what I am doing. No matter how many times I ask questions she calmly and respectfully finds ways of explaining each part so I feel empowered to make the right decisions for me.

Each time life takes me in different directions, Christie listens to my new ideas and restructures when necessary. Christie has helped me achieve more things than I ever thought was possible. I don't feel stressed or worried about where the money is coming from. I know I am secure and so is my family. She always has a sense of humour and such a positive attitude. Going to see Christie has certainly been one of the best decisions I have ever made.

I have been in the financial services industry for most of my working life. My wife and I suffer from the classic issue ”Not enough time to look after our own affairs”. In the past I have been a Private Client of one of the majors, but never received the advice I needed.
After I had my son I decided I need to do more for my family, and contacted Tim Rogers from Wealth by Design. I have known Tim for years. We worked together a long time ago and he is the adviser for two of my friends. I knew I was underinsured and needed to get my finances right. I could not have been happier with the process Tim and Rory took me through. They understood my needs and tailored an insurance program to meet my particular circumstances.
I travel a lot; all the time knowing my family is protected and will be able to manage should anything happen to me. This gives me unbelievable peace of mind.