Side by side: friendship forged in advice | Professional Planner

It was a great opportunity to share the experience I have with working with my clients Tina and Michael and to hear of their experience working with me. Thanks to Professional Planner.

Financial planning is a long-term relationship therefore a friendship is naturally formed, it is far more than just insurance and superannuation.
#financialplanning #bestinterest #financialadvice#financialgoals #goals

Amie advised Tina and her husband to set up an SMSF, but the relationship was cemented when the pair started sharing war stories about balancing the budget while raising kids.

Source: Side by side: friendship forged in advice | Professional Planner

Amie Baker

Amie is a passionate financial adviser who also is a hard working mum of her 3 boys. With a dedication to helping people in her community and also hosting and running regular charity and fundraiser events, she is a busy professional just like you. Her focus is to help her clients by showing them simple ways they can achieve their financial goals. Amie's success is in the success of her clients.

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