I deal directly with Elena to manage my financial investments. She was very professional from the beginning, took the time to understand my needs and offered recommendations that fit my objectives. Elena is easy to work with and isn’t someone that will try to position products if she doesn’t genuinely believe it makes sense for her client. I easily recommend her to my friends and colleagues.

Was originally referred to Elena by a friend she to the Diligence and Depth of expertise and advisory. Since then, Elena has structured a clear path to retirement, calculated savings and investment targets and set up effective investment vehicles tailored to my needs. Elena’s expertise and experience has enabled me to be effectively hands off in my approach, due to the comfort of my assets under safe management.

Elena has provided sound and clear advice on retirement planning as well as structuring an investment package that supports my goals. Elena's flexible approach accommodated my requirements for sustainability whilst still focussed on an aggressive approach to returns.

Elena is a real pleasure to work with. She is very thorough and diligent in the information she provides and takes great care in answering all questions. I look forward to a long working relationship with Elena!

I had the privilege of working with Elena for investment advice and solutions. I understand the need for investing, but I've been fairly cautious and apprehensive about most products and whether there would be implications as my circumstances and needs develop over time. Elena was professional and displayed a deep understanding of the financial landscape and provided clear guidance tailored to my financial goals. She made an effort to understand my financial objectives, risk tolerance, and timeline, and put together a strong proposal that was aligned with my individual circumstances. All in all, it was great experience working with Elena.

Elena was transparent and helpful when recommending investment products suited to my needs as an expat. Overall I am very happy with the result, and how she helped me navigate the complexities of international investment.

Loved working with Elena. She’s very professional, knowledgeable, and very supportive and responsive. Highly recommend her to anyone looking for a great financial advisor.

Elena has been my trusted financial advisor, and I can confidently say that she has transformed my financial outlook. What sets Elena apart is her genuine commitment to her clients. She doesn't offer cookie-cutter solutions; instead, she takes the time to understand your unique financial goals and tailors a range of customized options that suit your needs perfectly.

One of the things that impressed me most about Elena was her ability to present a variety of options for me to consider. She didn't simply give me a single solution; she provided a well-researched menu of choices, each with its own advantages and potential outcomes. This approach allowed me to make informed decisions about my financial future.

Her personalized approach has not only safeguarded my financial future but has also given me peace of mind. Elena's expertise is matched only by her dedication, making her the ideal partner for anyone seeking to achieve their financial dreams. I'm truly grateful for her guidance and friendship throughout this journey.

Working with Elena was an absolute pleasure, she assisted me with investment and tax planning - very knowlegeable of local products/services to maximise benefits. Elena was transparent in all the dealings encouraging me to consider alternatives to her portfolio recommendations. After sales customer service is outstanding. Elenea was also very patient in assisting and guiding my daughter through her first insurance and investment purchases. Highly recommend her prefessionalisn, product knowledge and support.

I approached Elena in late 2022 after speaking to a few financial planning advisory firms. What set her apart and which makes her a truly professional advisor was the way she took the time to get to know me, get a feeling for where I was at, her depth of knowledge, passion, genuine interest in achieving the best for her clients and common sense approach. Not only is it great to have one place to come to for all my financial planning needs but Elena also ensures she deals with any follow on queries that I may have without hesitation. She is always contactable, courteous and helpful and I would highly recommend her to anyone wanting to achieve better financial outcomes.