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Lesley & Alan Duncan, Chipping Norton

Posted by on Friday, December 5, 2014 Under: Testimonial

We knew we needed to do something about our financial security for our retirement. While we were still working, we found it really hard to put money into our superannuation account. It was very clear to us that we needed a professional who could guide us to achieve the best possible result.

After much deliberation and a couple of recommendations from family members, we decided to engage Tudor Investassure’s, Naomi Rosenthal. This was about 9 years ago. We can honestly say that this was the best financial decision we’ve ever made.

We’ve never dreamed of not having any financial worries and being financially as comfortable and secure as we now are.  This gives us peace of mind and we both sleep very well at night. There’s no doubt that this has everything to do with the recommendations, guidance and structure Tudor Investassure have put in place for us.

Naomi cares deeply about her clients, she’s engaged and interested about our wellbeing financially, physically as well as emotionally.  For us she’s become much, much more than just a financial advisor, she’s become a friend, and we trust her advice implicitly.

Naomi keeps us very well informed.  We meet with her once a year and we can call on her whenever we need to. Naomi maintains a reliable flow of information which we really appreciate.

Naomi’s customer service is excellent she certainly goes the extra mile for her clients whenever required. She’s genuinely interested how we are, be it health or other challenges we’re facing, big or small. This gives us a real sense of being looked after and having chosen a safe pair of hands to help us with our financial affairs.

We have no hesitation in recommending Naomi Rosenthal to friends and family.  In fact, we suggest to anyone who seeks sound, honest and reliable financial advice get in touch with Naomi and get professional advice. We wouldn’t be where we are today without her. We’re 100% happy with what she’s achieved for us.

Lesley & Alan Duncan, Chipping Norton

In : Testimonial 

Tudor Investassure Pty Ltd | ABN 74 881 211 664 | Phone: 02 9455 0655 | Fax: 02 9455 0001 | Email:

Post: PO Box 1142, North Sydney NSW 2059 | Office: Ground Floor, 56 Berry Street, North Sydney NSW 2060

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Professional Wealth Services Pty Ltd Australian Financial Services Licence No. 312047 ATF Professional Wealth Services Unit Trust | ABN 58 174 609 776
Office: Ground Floor, 56 Berry Street, North Sydney NSW 2060 |