Serenity Financial Planning

"We could not recommend Serenette more highly. She is very professional & trustworthy & has been very helpful with transferring us from another financial planner. She makes everything so easy for us especially dealing with Centrelink. We are so happy to have Serenette working for us."

"Serenette goes above and beyond, creates and implements strategies that are right for your needs. She guides you through the process and makes things very easy."

"Thank you Serenette from Serenity Financial Planning: you have certainly taken the time to understand and get to know your client circumstances, goals and aspirations to formulate tailored solutions. You promptly communicate (including explaining more complex topics in everyday digestible terms!), as well as respond and adapt to changing circumstances, with regular progress reviews to achieve client goals. If you are seeking a highly competent financial planner with heart, I’d strongly recommend Serenette!"

"I would highly recommend Serenette from Serenity Financial Planning. Her professional and empathetic approach to helping her clients is first class. She makes the process of financial planning simple and easy to understand, which would accommodate clients from a diverse range of backgrounds. It is very clear that she cares deeply for her clients and works hard to ensure that she can provide the best possible outcomes for their needs. Would give higher than a five star rating if I could!"

"Recommend to everyone. Serenette was able to help us achieve our goals and set a plan for the future. Easy communication especially as we are not locals and found her through word of mouth that didn’t deter her nor stop her being able to help us. Beyond impressed."