It is a pleasure to provide feedback- ALL Positive. In our dealings with Anne, we are confident that our plans will become a reality. We are so glad that we were recommended by a friend Heather Travis. In any dealings we have had, like last week with my superannuation, nothing was too much trouble. Jacky was great. The team here do a great job and it shows in the results we get. Congratulation. We wouldn’t hesitate to recommend your services to anyone we know.
Some years ago, when I retired, my wife and I chose a financial advisor, who adequately satisfied our requirements for many years. When he retired we maintained contact with his successor for some time before we felt the need to appoint someone more in touch with our changing requirements. During this time we were astounded with the fee structures associated with our portfolio. We spoke with our accountant and decided it was time to re-assess our situation.
He suggested that we could benefit with contacting Mrs Anne Cavenagh, proprietor of the Coral Horizon Group. We duly arranged an interview with Anne, and as we both felt comfortable with her and her advice, we asked our son, a chief financial officer with a large American company, with responsibility covering the Asia Pacific region, to speak with her. He offered to do so, as he had a sound knowledge of our financial needs and risk profile. This he duly did, plying her with may pertinent questions, etc. He was satisfied with her comments and philosophy, and as a result, agreed that we should permit her to oversee and advise us on our financial requirements. This we have done for some years now and we can honestly say we have been very pleased that we took this decision.
Anne and her Friendly, knowledgeable staff have always listened to our concerns and answered our quires, professionally and to our complete satisfaction. We are always greeted in a friendly courteous manner and important feel we have fully takin in advice and recommendations made to us.
We have much pleasure in declaring this endorsement on behalf of Anne and her Coral Horizon colleagues.
Dear Rebecca, In our 7 years that we have been with Coral Horizon we have always found you very efficient and friendly. When we first got with Anne Cavenagh we were in a bit of a pickle but with her knowledgeable mind and aspiring work made us a nice portfolio
It is always a pleasure doing business up in your office the staff are always so happy. Also since you have been with your mum you make an awesome team. You look after our interest and welfare which we are sure you do with all your clients.
Hoping for many more years of a happy working relationship.
It is a great pleasure for my husband and I to express our thoughts about our association with CORAL HORIZON FINANCE.
Anne Cavenagh,herself, has personally been our “rock” regarding our finances. Anne has worked extremely hard over our early years (still does) and with her dedicated staff has sorted and solved a multitde of problems which had been created prior to meeting her.
We have every confidence in Anne’s advice and know she is always thinking and working towards our safe financial future.
Dear Annie and Staff, Margaret and I would like to take this opportunity to express our thanks for your advice and commitment in the management of our financial planning process over the past fifteen years, with the view to our recent retirements.
You and your staff have provided a family-like atmosphere in a professional, modern office, while providing knowledgeable and considered advice in regard to our investment/superannuation portfolios.
We have also been able to take advantage of the more recent expansion of your core service to include Tax Return preparation.
Many thanks and we both look forward to many more years of financial guidance and friendship.