Rosie is most helpful and her professionalism is always greatly appreciated.
Rosie has assisted us on many occasions and her guidance and knowledge has been gratefully appreciated.
Passion, knowledge and a genuine interest in achieving the best for clients is what determines a truly professional Financial Advisor. Rosie and her team have this and more. They are able to interpret the larger economic picture as it impacts on one’s personal financial situation. Rosie’s dedication to clients sets her apart and I would highly recommend her to anyone who wants to achieve better financial outcomes, prior to or during retirement.
We have been working with Rosie and her Team since we commenced our business in 2002. Their professionalism service and knowledge is exceptional. Their support and advice to us has been invaluable in allowing us to grow our business and wealth, and protect our assets. We are now seeing our children coached and guided as well.
We are a small to medium business, with a fitting, machining and engineering business in a small rural mining and agricultural town. This is our opportunity to say how wonderful Hicks Advisory and Milestone Financial Planners has been to the benefit of our business and to us personally. They have structured our business to move forward in a positive and financial manner. Any request for assistance, for advice or guidance is handled in a positive and professional manner, nothing is left to doubt and all aspects are explained. Personally they have helped us establish personal financial outcomes. This has entailed countless amounts of paper work, but has been no trouble with the professionalism and dedication supplied by the team.
We would and have thoroughly recommended Hicks Advisory and Milestone Financial Planners on numerous occasions to friends and business people. Now our sons have come of age they attend as well. We look forward to many more years of advice and guidance in all our endeavours with Rosie and all the staff.