Peace of Mind in Retirement

 
 
 
 
  EXCELLENT  
  
 Based on 71 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Robert Johnston 
 
 
 
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Our appointment with Cassie Pearson was very rewarding. She took on our brief and explained our options clearly and thoroughly. Our questions were answered in a way that we could understand. We would definitely recommend River City Financial and would be happy to seek a follow-up appointment with Cassie as the need arises.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 John B 
 
 
 
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I met Garth and Lachie to discuss my financial situation and hoped they could educate me and provide some recommendations on managing my finances better. They exceeded in this with their great knowledge and simplistic explanations to me. Garth is clear and concise and his advice has helped me take the next steps on a more financial stable future. Cannot recommend River City Financial Planning enough. Will definately be my go to advisor for any future needs. Thanks again to Garth and everyone at River City Financial Planning
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Brett and Jane Ramsay 
 
 
 
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We have been so fortunate to have had Garth and his team look after our financial affairs for the past 15 years. He has guided and encouraged us to concentrate and grow our wealth leading into retirement. Reassuring us when necessary every step of the way enabling us to achieve our goals. His expert advice, guidance and management has been superb, we are treated like family and we can't recommend him highly enough.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Mary Trott 
 
 
 
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I can't recommend Garth Collingwood highly enough. I lost my husband a little over 2 years ago and I was in a world of grief when Garth agreed to meet with me and assist me with my finances moving forward.  My husband had looked after our finances previously and I didn't have a clue as to how to manage them.  Garth didn't change an awful lot initially and I can't thank him enough for not overwhelming me too much.  He ensured I could understand the plan and I feel totally comfortable and secure knowing that I am achieving the best outcomes in retirement.  I have just sold my home of 36 plus years and throughout that process Garth has provided advice to me with very short notice at times.  Garth is a very gifted financial advisor but he also takes the time to listen to his clients; he doesn't just provide financial advice; he wants to help people, and it is this quality along with his vast knowledge on all things financial that makes him such a great financial advisor.  I take pleasure in recommending Garth and his team at River City Financial Planning to you for your financial advice. Mary
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Rosemarie Ylagan 
 
 
 
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I highly recommend you go to River City Financial Planning and get consultation with Cassandra Pearson.  She was fantastic at listening to my queries.  I found her very approachable.  She communicated very clearly and precisely.  She was very helpful, and gave me options and recommendations. She did not pressure me to make a decision there and then. She gave me time to gather all the required documents that I needed.  She patiently sat and explained whilst showing everything on the computer and the white board. At the end of the day I still have the choice whether or not I continue with Cassandra or not.   Once I gather everything that this required of me, I am definitely going to make an appointment with  her again, so I can finalise my retirement.  Plus their fee is very reasonable.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Lorrena white 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I recently had the pleasure of consulting with Cassandra Pearson from River City Financial Planning, and I can’t recommend her highly enough! As someone who had never discussed financial matters on a professional level before, I was understandably nervous about the conversation, especially with concerns about complex jargon and feeling pressured into decisions. From our first interaction, Cassandra put me at ease. She was an attentive listener who took the time to understand my unique circumstances and financial concerns. I was seeking advice on my superannuation, and she made sure to explain complex concepts in a way that was straightforward and easy to grasp. What impressed me most was Cassandra's approach. There was absolutely no pressure to sign up for long-term commitments or to make immediate decisions. Instead, she presented all my options clearly and without bias. Her genuine commitment to my best interests was evident, particularly when she offered a course of action that didn’t benefit her or her company in any way. It’s rare to find a financial advisor who prioritises their clients so selflessly. Cassandra quickly gained my trust, and I left our meeting feeling empowered and informed. I wouldn’t hesitate to consult her again for any future financial planning needs. In a world where many financial planners might not prioritise the client’s best interests, Cassandra stands out as a true professional. If you’re looking for a trustworthy and knowledgeable financial advisor, I highly recommend Cassandra Pearson at River City Financial Planning!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Judith Brookes 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Again visited the team at River City Financial Planning for an update of financial options. We were again pleasantly surprised at the planning that Garth and his team had done to meet our requirements. The options provided were extensive and far reaching. This made it easy for us to continue our engagement of River City for our future financial needs.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Sandra Annand 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Dealing with River City Financial Planning is always a pleasure.   Thanks Guys.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Geoffrey Evans 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Garth and his team have been a godsend to us navigating the daunting task of retirement documentation and formalities and setting up our superannuation income stream. Garth is very accessible to his clients, an excellent communicator, and we have total faith in his advice.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Deborah Harris 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been a client of Garth’s for several years. He had been recommended to me by a colleague as I was dissatisfied with the adviser I had been seeing.   It was a complicated process to undertake this transition, and Garth managed this methodically, professionally and thoughtfully.  He has provided very sound advice and guidance to me and has always been very responsive to any enquiries or requests.  He is a good listener, and provides client focussed/individualised advice which is the hallmark of a great adviser. I have no hesitation in recommending Garth and his staff.
  
 
  
 
 
 
   
 
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