Alison Crawford is our Financial Adviser, going back approximately five years when we moved from Sydney to the Northern Rivers area. She then worked with St. George bank as their senior adviser. She discussed with us, recommended strategy and implemented same.
At face to face discussions with Alison, our present situation was reviewed and Alison later presented her proposal, which we accepted after another meeting, where she again, kindly came to our home in Newrybar.
Alison’s proposal was built on our initial strategy, but modified to suit our present situation in retirement. The agreed new setup is a significant improvement on the financial advice and results we were getting in Sydney.
When Alison moved on to another senior position with another financial advisory institution, we followed her to that institution.
We are looking forward to continue our relationship with Alison in her new endeavour and can highly recommend her to anyone in need of financial advice and management.