Our small and friendly team of Mary, Cathy, and Aiza will go out of their way to help you, whatever you’re trying to achieve. Whether that’s arguing with Centrelink, tracking down super fund refunds or just helping you gather your documents to reapply for your birth certificate – if you’re struggling with an administrative matter, we’re tenacious in tracking down where to go or what to do next.
Aiza Pawley has worked with Plan4wealth for 8 years now. She’s our Practice Manager, and boy is she great at her job. As our clients like to tell us “her blood’s worth bottling!” She’s probably the first person you’ll talk to when you ring for an appointment or to manage your investments, and you’ll be able to hear the smile in her voice as she answers you.