"Maree is very good and monitors our finances all year and make recommendations additional to our yearly written review. She ensures our advice is connected with our accountant needs. We have recommended her to family and friends which she now looks after as well."
"Maree is our trusted adviser & financial confidant. We have recommended her to a number of acquaintances who are now satisfied clients of Maree."
"Maree and her team did some fantastic analysis of several 10 year scenarios following a change in work circumstance for me. The results were clear and easy to compare and gave some simple decision points for our family finances. Her style and professionalism were ideal for us."
"Maree has been a fantastic sounding board for me over the last 9 years. As a single woman, it is sometimes difficult to make decisions as there is no-one to discuss ideas with. Maree has filled this gap for me."
"I am extremely happy with the service Maree provides. I would be lost without her."
"We find Maree to be very professional, easily accessible at all times and willing to explain in detail any concerns or questions that we may have. We are very comfortable with Maree looking after our investments."
"Maree understands our living requirements and has been able manage our fund to meet them whilst retaining a healthy fund balances. Additionally she has been of great assistance in dealing with Centrelink on our behalf and maximising our pensions. We have recommended her to a number of family and friends.”
"After disappointing experiences with previous planners, we cannot speak highly enough of Maree. Maree is courteous, intelligent, skilled, honest, trustworthy, patient, friendly, interested, genuine, proactive, compassionate, hardworking, attentive, understanding, straightforward. She only wants the very best for her clients. We are more than delighted to recommend her.”
"I have recommended Maree to friends and colleagues. She is always very careful to ensure you understand your financial position. She is an ethical and prudent adviser. I feel she has my back!"
"Two years on approaching my retirement I needed some sound & professional advice on how to invest my assets and I was introduced to Michael by my son-in-law, a broker from Adelaide. From our first meeting I sensed Michael Bishop to be very professional in is field and trustworthy, within 2 months Michael and his team got the ball rolling and I never looked back. It is great and re-assuring to know that our assets are in safe hands by a professional and dedicated team from Lorrequer Wealth & Advisory. Congratulations for your achievements and Thank You for your help and support - You are definitely the best Financial Advisor"
“I initially engaged Michael on a referral from a business colleague to help me with my income protection insurance for my health care practice. He showed such genuine interest and care for my professional wellbeing that I then opted to have Michael do a full financial overhaul of my affairs for me. I can personally attest to the quality of Michaels advice, the results he achieves, and the genuine dedication and respect that he shows to me as a trusted client. I am embarrassed that I didn't engage him earlier and now tell my friends to do the same. He treats me like an individual and he gets me and my needs.”
"What can I say, Michael is magnificent!" We had a dim view of insurance advisors having been "churned" by one previously, so it was with little enthusiasm we agreed to have our policies reviewed when our financial advisor recommended Michael. It did not take long for us to see that Michael is in a league of his own. He promptly provided thorough assessment and useful advice. We were immediately impressed. However the "best" was yet to come. Just a couple of months later tragedy struck with the diagnosis of a terminal illness in middle age. We had to use our policies. Even though we had not yet officially changed advisors to Michael, he leapt into action on our behalf, coming to the hospital with the paperwork, liaising with the employer, even lodging the completed papers himself. As you can imagine we were still in shock and incapable of even thinking of all the practicalities. And even more brilliantly through his experience and knowledge Michael was able to pick up a clause that enabled us to receive an additional $50k! Our situation has been complex and needed ongoing management to resolve matters arising over these past few years. Michael has stuck with us, always ready to translate the fine print and put bombs under the necessary. And even when things are ticking along smoothly, he has the compassion to check in regularly and ask how we are doing. Michael is a consummate performer; intelligent, reliable, compassionate, proactive with an incisive mind and to top it off - a quick sense of humour. It’s a pleasure to be served by somebody who loves what they do and is committed to doing it to the highest standards. We heartily commend him."
“I have no hesitation in recommending Michael to my friends, clients and family as a top financial adviser, mainly because he is so pro-active in regularly looking out for ways to improve my investments. He is also very patient in answering in simple terms my questions relating to my investments. I have a lot of confidence in Michael because he has won many awards over a number of years as a financial adviser, and that skill and knowledge is reflected in how well my investments have performed in meeting my goals. I appreciate Michael’s enthusiasm for his work and his genuine interest in me and what is happening in my life. He is just a nice guy!”
"Michael, thanks again for helping us with the keyman and life covers for our business. The process was surprisingly easy and we appreciated the way you guided us all the way. Also, the company you recommended for our buy-sell agreement were fantastic to deal with. Thanks again for everything. We will definitely be promoting your services to our clients"
“Michael, I just want to say that right from the start you have given my great advice. When I first came to you I felt very insecure about my financial position after going through a traumatic emotional and financial breakup. When it came to wanting to retire early to help with and spend more time with my grandchildren you set in place the best way for me to do this. So far, four years down the track it is working wonderfully and I am having the time of my life with my 8 grandchildren. Only 2 more years and they will all be at school. I would have missed all their younger years as I would still be working for another 3 years until pension age for me. I have trusted you completely to do the right thing by me and you haven’t let me down. Thank you for your service that has made my wonderful life possible”