Michelle Tate-Lovery Finalist Interview

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"Hope all is well. I have been meaning to email you to say that last year I paid off my house (thanks to you excellent financial advice!) and am now putting the extra money into superannuation as you suggested last time we met."
"Michelle became my project manager who kept everyone on track...She gave unprecedent support far beyond the usual role of a financial advisor. She was there to hold my hand...Click here to read more about Teresa's story"
"Thank you for making my transition to retirement so painless and for all the well researched advice you have given to us over the years – looking forward to working with you for many future years"
"Thanks so much for all your help. I am so thankful we're under your knowledgeable and protective wing. I feel confident and positive about the future in large part to your guidance and suggestions"
"After our meeting yesterday Peter and I realised (yet again!) how much we rely on your experience to help us enjoy our retirement..."
"Thanks Michelle, Your input and advice has been fantastic. We have put a lot of your suggestions to good use already. I look forward to hearing about any future workshops."

Michelle Tate-Lovery Finalist Interview

Wednesday, November 9, 2011 at 3:35PM

At the recent Association of Financial Advisers award ceremony, as a finalist, Michelle Tate-Lovery had the opportunity to be interviewed about why she is passionate about being a financial adviser, and why she fundamentally believes financial planning is important for everyone.

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