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.

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.

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!

I cannot tell you how happy I was to find Serenity Finacial. Serenette is just brilliant. She is patient and amazing at what she does. I recommend her to anyone that will listen to me because I have been so impressed by her and her business. Super is made easy by Serenette. The process allows you to get comfortable with your decisions and she is the first finance adviser that has never tried to sell me insurance :-). Thankyou and I look forward to our continuing partnership with my super.

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.

The Best Financial Planner We Have Ever Had! we have Been with Serenette for years, and she definitely knows about financial planning! We always look forward to our meetings with her. She is driven, passionate, giving, kind, and a genuine caring person. What better qualities would you want in a Financial planner!

What a wonderful experience we had with Serenette. She is a personable professional who talks to us with an easy going vernacular that is very comforting. My wife and I highly recommend Serenette to anyone seeking the services of a financial planner who is dedicated to meeting the needs of her clients.

We could not recommend Serenette more highly. She is very professional & trustworthy & has been very helpful with transferring us from another financial planner. She makes everything so easy for us especially dealing with Centrelink. We are so happy to have Serenette working for us.

I have no hesitation to Recommend Serenette. I’m so appreciative how Serenette is easy to deal with…. with a clear vision and understanding of my needs.

Thank you so much Serenette!!

I could not recommend Serenity Financial Planning higher! The team helped develop a clear plan and pathway to achieve our long and short-term goals. The guidance has allowed us to feel confident about our young families future all while being able to make some purchases to live out our weekly adventures. Serenity Financial Planning takes the guess work out of big decisions and lays numbers out for you to make calculated choices. We are so happy and grateful for the help we’ve received. Highly, highly recommend.

We’ve been working with Serenity Financial Planning for a number of years now and cannot recommend them highly enough! Serenette and the team have created a very welcoming environment and their communication is excellent. They always ensure all aspects are explained thoroughly and can be easily understood for those of us not as financially minded. Serenette has been amazing at supporting and expanding our financial goals and we’d be lost without her! We have the utmost faith in the skills and knowledge of the team and rest assured knowing they have our best interests at the forefront.

Serenette, is very thorough at understanding our overall goals and current financial position. We received valuable information regarding financial forecasting from our mid 30s all the way up to retirement, including the impact of various investments and other financial decisions.
A key service she provided was helping us setup appropriate insurances and super funds that best fit our needs, making it an easy and transparent process.
She keeps her finger on the pulse of the local and global economies and has given us sound advice on how to best approach and navigate the current economical landscape. I highly recommend her services.