Our Client Testimonials

To Alison

I would like to take this opportunity to Thank you so much for helping me get my finances on track.

A few years ago I went to see Alison as a broken woman, I had injured my back in a workplace accident,  and could not work full time anymore, my plans of buying my own place had all changed and I was left with trying to come to terms with how my life had changed completely, and how was I going to manage with no full time wages.

Alison was so kind, understanding and organized my life so that I could survive financially, for which I am forever grateful.

I would recommend Alison as the best financial advisor to look after you and work hard at doing what is best for you.

Kind regards


Fay DanielTestimonial

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.

Ola and CiciTestimonial

When Alison Crawford set up her her own financial services company, there was only one choice for me to make – ask Alison to continue to manage my financial affairs. Simple choice really as I have been with Alison since her early days at St George Bank and have always had the most expert advice and management from her. The ultimate professional with impeccable contacts and incredibly easy to communicate with and always understand what is happening within my portfolio.

Alan WilsonTestimonial

Alison has been our adviser for 7 years during this time we have valued her advise and felt very comfortable with any change she has suggested.  We feel that she is now part of our extended family and have no hesitation in recommending her services to family and friends. Where Alison goes we follow.  

Keryn and Colin DouglasTestimonial