We have been so impressed with Sean and his team at Curve. Over the last 12 months they have developed and implemented a COMPREHENSIVE FINANCIAL PLAN FOR US. They carefully listened to our circumstances and financial goals, tailored a comprehensive and easy to understand plan for our needs, and then ensured that its implementation was seamless. This process has provided us with enormous confidence that we will be able to attain all of our financial goals and that we will have a FINANCIALLY STRESS-FREE FUTURE.
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PETER AND JODIE
We have been using Berivan from Curve Financial Planning for 10 plus years now. We have found her KNOWLEDGE AND EXPERTISE EXCEPTIONAL. She has always been able to listen to our needs at various stages of our working lives and now heading into retirement and then constructed personalised financial plans that we could understand, felt comfortable with and ACHIEVED OUR FINANCIAL GOALS. Berivan has always made herself available to answer any questions we have and keeps us updated of any changes that need to be made.
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DAVE AND LEANNE
Berivan has been our financial adviser for a number of years. Her advice and guidance has been invaluable as we have transitioned into retirement. She takes time to assess our needs and priorities and has helped SET UP A LONG TERM PLAN to help us remain comfortable in our later years. She has always been readily accessible and willing to give any help as needed at short notice. Berivan maintains a great balance of highly skilled PROFESSIONALISM WITH WARMTH AND EMPATHY that makes her a pleasure to deal with.
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STUART AND ROBYN
We have been impressed by the thorough, personal and comprehensive approach Curve Wealth takes when analysing our financial situation and preparing a detailed financial plan for our future. Berivan Dubier showed us exactly what our financial position was and what we need to do to reach our financial and non- financial goals. Berivan is a great communicator and listener and can explain complex concepts about accounting and investing in easy to grasp terms. We are confident we are getting unbiased advice, as there are no commissions from Investment Companies that Curve Wealth recommends, which we find reassuring. We are happy to recommend Curve Wealth and Berivan Dubier for Wealth Planning.
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SHAUN AND SUZY