What our clients are saying

Serenette is amazing to work with. I was initially worried that meeting with a financial planner was going to mean restrictive budgets – but it wasn’t at all like that. Serenette took the time to get to know our short and long term goals and the type of life we want to live before making recommendations. She has helped us to take small steps that I know will have a big impact on our future. Serenette has a wealth of knowledge and has helped us to set up a more stable financial future for our family.

If you are looking for a genuine, passionate, and professional financial planner, look no further than Serenity Financial Planning. The service I received from Serenette right from the initial meeting has been exceptional. I have seen several planners in the past and then rarely heard from them again, but Serenette takes the time to understand your needs and always has your best interests as a priority. I could not recommend more.

Recommend to everyone! Serenette was able to help us achieve our goals and set a plan for the future. Easy communication, especially as we are not locals and found her through word of mouth. That didn’t deter her, nor stop her being able to help us. Beyond impressed.

I would highly recommend Serenette from Serenity Financial Planning. Her professional and empathetic approach to helping her clients is first-class. She makes the process of financial planning simple and easy to understand, which would accommodate clients from a diverse range of backgrounds. It is very clear that she cares deeply for her clients and works hard to ensure that she can provide the best possible outcomes for their needs. Would give higher than a five-star rating if I could!

Thank you Serenette from Serenity Financial Planning: you have certainly taken the time to understand and get to know your client’s circumstances, goals and aspirations to formulate tailored solutions. You promptly communicate (including explaining more complex topics in everyday digestible terms!), as well as respond and adapt to changing circumstances, with regular progress reviews to achieve client goals. If anyone is seeking a highly competent financial planner with heart, I’d strongly recommend Serenette!

“We were introduced to Serenette by a friend to help us secure a comfortable lifestyle in retirement. Serenette’s commitment and professionalism to help us reach our goal’s were fantastic. Everything was explained to us, every question we asked was answered and explained, so we understood our pathway to retirement . With Serenette’s advice, she has set us up for retirement in a way we could only of imagined, we couldn’t be happier. That is why I have no hesitation in recommending Serenette and her team to any family or individual who would like advice to secure their future, like they have done for us.”