Gretel Financial

Being very conservative financially over many years we found the prospect of transferring our superannuation funds into a safe retirement income very daunting. Gretel put us at ease from our very first meeting, sharing her knowledge and experience in a very warm, relatable way. She also respected our financial caution with none of our questions being too small or ridiculous to answer. Subsequent meetings highlighted her professionalism and care for her clients as she guided us through each stage of the establishment of our income stream and ongoing financial plan. It is reassuring to know that we can look forward to achieving our retirement dreams, confident that Gretel will guide us through any curveballs life may throw at us in the future.

Gretel has been a steady hand while we have been organising our financial future. She has helped us understand the process step by step and given us confidence all the way.

Gretel is wonderful to deal with - she explains everything so clearly (even to financial nincompoops like me), she is so knowledgeable, incredibly patient and extremely resilient when dealing with hiccups caused by the inflexible bureaucracy of pension funds etc.! I highly recommend her services without reservation!

I was in a place where I really didn’t know where my financial future was heading. I was turning 60 and hadn’t worked for a year or so and I just couldn’t see how I could afford to not work and start accessing my super. Thanks to Gretal’s professionalism and advise I was able to access some of my super and live comfortably. I highly recommend Gretal I felt relief, I knew where my financial future was as heading and I’m so comfortable having Gretal as my Financial Advisor.

Gretel is absolutely amazing!! She provides tailor made advice that tackles any financial situations. She has provided me with ongoing support keeping me on track to achieve my goals. I highly recommend Gretel financial.

Tony and I have recently started our financial journey with Gretel. Gretel put us both at ease from the very first meeting. Tony and I always assumed that we didn’t have enough financially to warrant an advisor but the opposite is true. Gretel has given us reassurance and set us on the right path to ensure that will we be ok financially in our retirement years when they get here. It is great having someone you can turn to when you need to make any decisions that affect your finances and be able to understand the implications a decision will make. We both highly recommend Gretel if you are contemplating taking the step to seeking financial advise, she is amazing!

Gretel has really helped me achieve my financial goals. Gretel gains an understanding of your personal life and works out what financial tactics best work for you. I’ve really enjoyed working with Gretel.