financial planning testimonials dubbo

Colin and I have used Belinda’s extensive knowledge for many years now, starting with her when she was part of Martel Accounting and continuing with her when she became Foundation Wealth Planners. Her knowledge has allowed us to prepare for retirement in a way we couldn’t have done on our own.

She deals with government agencies on our behalf and that is invaluable, just knowing she has it under control and will keep us informed of any changes makes the process so much easier.

We have always found Belinda’s financial advice to be very sound and we know that she has taken into account our specific circumstances, it is tailored to us and not just generic.

We find Belinda and her team at Foundation Wealth Planners to be very professional and will be using their services for many years to come.

Jan & Colin Ferguson

Belinda has been managing our superannuation portfolio for some time and has always given us confidence in her ability to maximise returns on our investments. I would have no hesitation in recommending her services to potential clients.