Testimonials for Hosanna Smith
We have always found Hosanna most helpful and prepared to suggest alternate investments. She is always prepared to discuss our financial situation and we feel totally at liberty to seek her advice when required. We would have no hesitation in recommending her to anyone seeking financial advice”.
– Barbara & Graham from Parkinson, Queensland.
“We wish to sincerely thank you for the expert financial advice that you have given us before and since we have retired. When you were employed by the Suncorp Bank you suggested that Transition to Retirement and salary sacrifice would be beneficial. How very correct you were. When we retired we contacted you for further advice. You were now with Limestone Insurance and Financial Services. You were only a phone call away when we needed an interview. Following our discussions you presented us with a ‘Statement of Advice’. You gave us strategies and recommendations and a course of action to implement the recommendations. Time for consideration was given before a final decision was made to proceed. We were very impressed in the manner that you did business, how helpful you were and how well you explained financial concepts. You gave us a clearer picture of our financial future and helped us with strategies to achieve our goals. Hosanna, you certainly gave us a good education on the variety of products and investments available. At all times we were very comfortable with your friendly demeanour, cheerful nature and you were always ready to hear our concerns. We have recommended friends to you and they have reported that they were very happy with their interviews with you. We would have no hesitation in recommending anyone to you for excellent financial advice. We look forward to making appointments with you in the near future as we really appreciate you wonderful advice”.
– Bruce & Dorothy from Brassall, Queensland.
“With me not having the time to put the required effort into organising my finances, it was great to find someone I could trust to do so. I would have to describe Hosanna as the best financial planner in the Universe, without a doubt”.
– Paul R. from Fernvale, Queensland.
“I was a customer with Suncorp for years when approximately in 2006 I needed a financial advisor, and that’s where I met Hosanna Smith. Now it’s 2016. Hosanna attended to my needs very professionally explaining financial concepts well and efficiently. I was very happy with her advice and setup of my finances. She even went out of her way and came to our residence & helped with finalising all paperwork needed. I like Hosanna very much because whenever I phone her up for information she always accepts my call and helps me very promptly. She is very flexible and accommodating. There was a time recently that I called her 2-3 times because I forgot to ask a few things. She was very nice every time and understanding. Truthfully I wouldn’t change Hosanna for another financial advisor because I am very satisfied with her services and I hope she will always be there for us. She is one-of-a-kind and I wouldn’t hesitate to refer her to friends. I have learned a lot of things from Hosanna, and still do, because she keeps in touch with e-mails with the latest updates and news”.
– George & Liz from Goodna, Queensland.
“Thanks so much Hosanna for all the work you have done for us over the past years. You’ve always been so helpful with all your advice and explained everything thoroughly to us. We’ve always felt very comfortable to put our retirement funds in your care , and we have no hesitation in recommending your services to others . Looking forward to a continued relationship with you in the future years. Kindest Regards”.
– Kevin & Vera from Bribie Island, Queensland.
Testimonials for Elizabeth Huggins
“Thank you so much Elizabeth for all your work providing us with such a suitable Financial Plan. Your willingness to help us achieve our ultimate goals for peace of mind and also taking into account our budget gave us such confidence that we were in the right hands.
Whenever clarification was needed it was never any trouble for you to find a way to explain everything so that we could understand and we found the support you offered invaluable. In addition with the plethora of products on the market it was invaluable having you guide us as to what was relevant to our particular circumstance and this helped us to feel so very valued as your client. Having said this I would not hesitate to recommend Elizabeth’s expertise in Financial Planning to others and I would most definitely use Elizabeth’s services again”.
– Amanda & Gavin from Yamanto, Queensland.
“I have been looked after by Elizabeth Huggins for my personal insurances now for five years, I am very pleased with not only the service that she has provided to myself but also for my husband Allan.
The care and attention she has put into all interactions with us was just wonderful, she has made the whole process easy for us and thankfully she addressed more than just our enquiry for life cover, all in all we now have a comprehensive cover to suit all our needs. I have no hesitation in recommending Elizabeth Huggins”.
– Jackie from Ipswich, Queensland.
We have known Elizabeth for a number of years and have availed ourselves of her financial advice on a number of occasions. Each time she has presented us with a range of options which were suitable to our current needs and future requirements, explaining all the details carefully and patiently. She has a great deal of experience through her work at Suncorp, and this has given her a great perspective of the overall financial market as well as individual customer needs.
The options provided were well thought out, taking into account individual client needs as well as possible future market trends and fluctuations. Whilst no one can predict the future, Elizabeth ensured that our investments were placed in such a way as to provide long term security, balanced with good growth.
Elizabeth has always been polite, professional and approachable in all of our dealings with her, and a pleasure to work with at all times. She is always well prepared for any meeting, and makes sure that everyone fully understands what they are signing up for, clearly outlining the features and benefits of each option. At the end of the day the decision is always yours to make, but Elizabeth takes great care to ensure that you have all the facts at hand so that you can make an informed choice.
We would recommend Elizabeth to any prospective client, and we wish her all the best.
– Suzy and Michael from Regents Park QLD