Indigo Financial Services now merged with Carey Group

Dan and Louise, the advisers behind this Townsville practice, are the focus of consistent praise for their financial planning, superannuation and insurance work. Various customers describe relationships stretching over two to four years, during which their portfolios and broader financial positions improved. An aspect raised across a number of reviews is the pair's skill at turning complicated matters into simple, workable strategies, taking time to understand each client's needs and objectives before presenting options.

A number of reviews mention how clearly advice is explained, with clients encouraged to ask questions until each step makes sense. Fees are described as competitive and affordable, and budgeting guidance is credited with helping people stay on track. The advisers come across as friendly, approachable and down to earth while remaining highly professional, and their genuine interest in individual circumstances and preferences is singled out.

Superannuation, insurance and portfolio management all feature among the services discussed, alongside practical financial advice delivered across successive meetings. Communication is noted as strong, both when arrangements are made and afterwards. The ethical presentation of information and choices is another recurring theme, with customers saying they feel better placed than before. Working with Dan and Louise is described as a real pleasure, their diligence and passion for the work standing out across the feedback.