“Fortunately I was referred to Linda by a friend and from the first meeting I felt very confident in allowing her to manage my superannuation and finances. She is a very pleasant person and an ultimate professional, regularly keeping me updated with market changes and opportunities. I am very happy with the results earned from my current portfolio.”

“Linda has been a pleasure to work with in that she exudes compassion and confidence in her dealings of professional help and advice. We consider ourselves extremely fortunate to not only know Linda but to also have her as our financial planner.”

“Linda, you have been a delight to deal with. I greatly appreciate your sensitivity to my individual requirements and your faithful carrying out of my instructions. Though I came to you with some previous negative experience with financial planners, you openly and honestly responded to my questions, dealing with negativity graciously and handling ‘left fields’ with aplomb. I have been delighted with your intelligent approach to my complex situation and your excellent communication at all times. It is wonderful to deal with such a competent advisor who particularly handled my insurance needs with such promptness and skill. Thank you for explaining products and outcomes with such clarity. I genuinely believe that you have my interests as your number one concern.”

“Linda Tellis has been our financial planner for over two years. She has given us very helpful advice, always in a very professional and friendly manner. Linda has extensive financial knowledge and has helped us receive excellent results from our superannuation funds. We have no hesitation in recommending her to anyone wanting an excellent financial adviser.”

“Thank you for the opportunity to express our delight in having you as our personal financial planner since Jack Lapszewicz’s retirement in early 2012. You have always made yourself available for us, often at very short notice, and for this we are most grateful. Your sound advice has always been positive and our financial meetings have been most pleasurable. It is this personal attention that sets you apart from other financial planners and we look forward to a continuation of our relationship.”

“Linda has provided both my wife and myself with excellent professional financial planning advice. As we are planning for retirement within the next year we were seeking understanding and clarity on the best financial planning strategies to implement to manage our financial security. Linda has certainly helped us in all these criteria. Her advice and implementation has been thoroughly beneficial and transparent to us at all times for which we are most grateful as it takes a lot of worry out of impending retirement years.”

“Many, many thanks for your professionalism and always keen interest in what is best for me when advising on my portfolio. I am sure that there are others with a larger investment than mine, but I always feel you give me 110% of your attention. I know that as soon as I come up with some need for cash or change in what I need you are ready to act and advise in my best interest. Thank you.”

“I would like to commend Linda for her patience, good sense and excellent advice in her role as my financial planner. Linda is always available and tireless in her efforts to answer in plain language any questions I may have regarding my current investments and future planning.”

“I chose you as my financial adviser due to your ability to explain the complexities of transition to retirement simply, logically and in a way I could understand. You are professional, patient and an excellent communicator.”

“On behalf of my family I write to thank you for your skills used to structure our mother’s assets and income. As a result, what seemed to be a maze of paperwork and a financial drain has become an investment and accommodation and care beyond expectations. Mum is settled in the best of care and on a permanent basis.”

“Having absolutely no idea about superannuation I have found Linda to be extremely helpful, explaining what I needed to know in layman’s terms. After a couple of meetings Linda has developed a superannuation plan which will enable me to retire at my chosen age with strong financial investments giving me the flexibility to enjoy my retirement. Linda made the process easy as from our initial meeting she was very friendly, took the time to listen to all my questions and gave me straightforward answers, making the whole process simple.”