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Kyla Shelley, Dee Why

Posted by Naomi Rosenthal on Wednesday, January 14, 2015 Under: Testimonial

I came across Tudor Investassure several years ago at a networking function and I got in touch when I was looking for a new financial advisor.

I’d had negative experiences with the management of my super in the past having seen much of it disappear and I was looking for someone who wanted to work with me on an ongoing, personal basis to rebuild my super and help me to protect my other assets.

Naomi restructured my super and insurances and we meet annually to review the results and make adjustments to the portfolio based on her recommendations.  Although I would be a small client for Naomi I feel that she cares about my future and acts proactively to improve my super. 

Since working with Naomi I feel more confident that my super is being well managed and I am grateful for her knowledge and engagement in my financial decisions.

Kyla Shelley, Dee Why

In : Testimonial 

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